ELIZABETH PARK Overview

Elizabeth Park Capital Advisors Ltd. is an investment advisor that manages 363.5 MM dollars in regulatory AUM and has 7 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 228MM in positions, representing 63% of the manager's regulatory AUM.

ELIZABETH PARK StockAlpha

+11%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ELIZABETH PARK Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FCB 6.57% Financials 19.31% 0.1% 1 2%
ZION 6.41% Financials 35.43% 0.69% 0 9%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ELIZABETH PARK Founders and Key Employees

Name Title In Position Since
Neil S. Barsky Member September-2008
Fred A. Cummings President February-2008
Zuheir Sofia Member April-2009
Ernest C. Pelaia Chief Operating Officer/Chief Compliance Officer March-2013

ELIZABETH PARK Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

ELIZABETH PARK Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Elizabeth Park invests primarily in the equity securities of financial services companies, including banks and thrifts, insurance companies, asset management firms, real estate investment trusts (“REITs”), real estate operating companies, business development companies (“BDCs”), commercial and consumer finance, leasing, brokerage and financial technology businesses and companies providing technology, infrastructure, information, support, and services to any of the foregoing, as well as companies or other business or pass-through entities whose activities are similar or attendant to those of companies which are engaged in the financial services sector.

Within the financial services industry, Elizabeth Park uses fundamental value analysis and other research methods to identify mispriced securities. Elizabeth Park develops and maintains target values for acceptable investments and seeks to buy a...
Unlock Full Investment Process Description

ELIZABETH PARK Portfolio Concentration

ELIZABETH PARK Location

29525 CHAGRIN BLVD.
SUITE 318
PEPPER PIKE, Ohio
UNITED STATES, 44122

ELIZABETH PARK Contact Information

Phone Number: (216) 292-5711
Fax Number: (216) 206-4448
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A