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 09/30/21. The fund's latest filing disclosed 282MM in positions, representing 78% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 282MM in positions, representing 78% of the manager's regulatory AUM.
ELIZABETH PARK StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ELIZABETH PARK Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| QCRH | 4.77% | Financials | 10.71% | 0.13% | 2 | 2% | ||
| HMST | 3.86% | Financials | 26.89% | 0.77% | 2 | 4% | ||
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FEATURED IN
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 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
SUITE 318
PEPPER PIKE, Ohio
UNITED STATES, 44122
ELIZABETH PARK Contact Information
Phone Number: (216) 292-5711
Fax Number: (216) 206-4448
Website: http://www.elizabethparkcm.com
Fax Number: (216) 206-4448
Website: http://www.elizabethparkcm.com
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