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 09/30/16. The fund's latest filing disclosed 681MM in positions, representing 62% of the manager's regulatory AUM.

ESTABROOK CAPITAL StockAlpha

-1.7%
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

ESTABROOK CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 4.4% Tech 3.56% 0.27% 0 36%
JPM 4.14% Financials 23.43% 0.14% 0 35%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

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...
Get the Full Report

ESTABROOK CAPITAL Portfolio Concentration

ESTABROOK CAPITAL Location

900 THIRD AVENUE
SUITE 1004
NEW YORK, New York
UNITED STATES, 10022

ESTABROOK CAPITAL Contact Information

Phone Number: 212-605-5500
Fax Number: 212-605-5503
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 B