EVERENCE CAPITAL Overview

Everence Capital Management Inc is an investment advisor that manages 938.8 MM dollars in regulatory AUM and has 10 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 337MM in positions, representing 36% of the manager's regulatory AUM.

EVERENCE CAPITAL StockAlpha

-0.7%
Top 25%
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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

EVERENCE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.79% Tech -2.99% -0.06% 0 42%
MSFT 2.88% Tech 5.25% 0.2% 0 36%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

EVERENCE CAPITAL Founders and Key Employees

Name Title In Position Since
Sidney Alan Richard Asst Vice Pres August-1997
Marlo Jay Kauffman Asst Secretary May-1994
Philip R. Zimmerman Asst Sec/Chief Compliance Officer January-2000
Delmar Kay King Asst Treas June-1971
George F. Merryman Treasurer January-2007
Jaime E. Alvarez Cfo/Secretary/Director June-2008
Rodney D. Diller Vice President/Director June-2008
Chad M. Horning Director January-2014
Kenneth D. Hochstetler President/Director September-2014

EVERENCE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

EVERENCE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ............................ 7

Item 9 ...
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EVERENCE CAPITAL Portfolio Concentration

EVERENCE CAPITAL Location

1110 N MAIN ST
GOSHEN, Indiana
UNITED STATES, 46528

EVERENCE CAPITAL Contact Information

Phone Number: 574-533-9511
Fax Number: 574-533-5264
Website:

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