ESTABROOK CAPITAL Overview
Estabrook Capital Management is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 13 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/05 to 12/31/20. The fund's latest filing disclosed 603MM in positions, representing 55% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/05 to 12/31/20. The fund's latest filing disclosed 603MM in positions, representing 55% of the manager's regulatory AUM.
ESTABROOK CAPITAL StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ESTABROOK CAPITAL Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
MSFT | 9.58% | Tech | 16.48% | 0.62% | 0 | 50% | ||
AAPL | 5.53% | Tech | 1.46% | -0.49% | 0 | 52% | ||
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ESTABROOK CAPITAL Founders and Key Employees
Name | Title | In Position Since |
---|
Charles T. Foley | Chairman And Chief Investment Officer | June-2003 |
Charles T. Foley Ii | Member | June-2003 |
David P. Foley | Chief Operating Officer | June-2003 |
Lewis S. Lee | President & General Counsel | April-2008 |
E. Bradford Cragin | Director Of Research | December-2008 |
Daniel S. Oh | Director Of Fixed Income | August-2009 |
Virginia W. Sheerin | Director | June-2003 |
William D. Baird | Director, Head Of Client Servicing And Marketing | January-2012 |
Lelia M. Long | Chief Compliance Officer | March-2014 |
William C. Petty | Director | April-2008 |
William C. Mcclean | Director | April-2008 |
ESTABROOK CAPITAL Brokers, Custodians, Auditors and Administrators
Type | Company |
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ESTABROOK CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We employ a wide range of investment strategies in managing Client assets, which include, but are not limited to:
Large Cap Core Equity Strategy
Investment Grade Fixed Income Strategy
• Energy MLP Strategy
SRI/ESG Strategy
Balanced Large Cap Core Strategy
Although the following provides a general view of our firm philosophy, our portfolio managers make investment decisions for Clients based on their own judgment, within this philosophy. Accordingly, accounts pursuing the same strategy will not hold the same exact securities positions unless they are following one of our models and the Clients have not imposed restrictions on the investment of their account assets.
Large Cap Core Equity: Our value oriented investment philosophy is based on the top-down investment process. Our investment process is a search for attract...
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We employ a wide range of investment strategies in managing Client assets, which include, but are not limited to:
Large Cap Core Equity Strategy
Investment Grade Fixed Income Strategy
• Energy MLP Strategy
SRI/ESG Strategy
Balanced Large Cap Core Strategy
Although the following provides a general view of our firm philosophy, our portfolio managers make investment decisions for Clients based on their own judgment, within this philosophy. Accordingly, accounts pursuing the same strategy will not hold the same exact securities positions unless they are following one of our models and the Clients have not imposed restrictions on the investment of their account assets.
Large Cap Core Equity: Our value oriented investment philosophy is based on the top-down investment process. Our investment process is a search for attract...
Get the Full Report
ESTABROOK CAPITAL Portfolio Concentration
ESTABROOK CAPITAL Location
900 THIRD AVENUE
SUITE 1004
NEW YORK, New York
UNITED STATES, 10022
SUITE 1004
NEW YORK, New York
UNITED STATES, 10022
ESTABROOK CAPITAL Contact Information
Phone Number: 212-605-5500
Fax Number: 212-605-5503
Website: http://www.estabrookcap.com
Fax Number: 212-605-5503
Website: http://www.estabrookcap.com
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