FIC CAPITAL INC Overview

Fic Capital Inc is an investment advisor that manages 328.7 MM dollars in regulatory AUM and has 9 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 221MM in positions, representing 67% of the manager's regulatory AUM.

FIC CAPITAL INC StockAlpha

-7.4%
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

FIC CAPITAL INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ADBE 6.61% Tech -8.12% -0.39% 0 18%
ALNY 5.14% Health -38.67% -1.56% 0 5%
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FEATURED IN
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FIC CAPITAL INC Founders and Key Employees

Name Title In Position Since
Jonathan A. Ferguson Chairman, Chief Executive Officer, Chief Financial Officer, President, & Director February-2006
Terrence R. Emde Chief Compliance Officer, Chief Legal Officer, Chief Operating Officer & Director February-2006
Cynthia L. Ferguson Consultant February-2006
Derek R. Evans Director June-2007
Lawrence M. Waterhouse Managing Director April-2010
Francis W. Redican Director April-2010

FIC CAPITAL INC Brokers, Custodians, Auditors and Administrators

Type Company

FIC CAPITAL INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

FIC’s investment methodology relies primarily on fundamental research and analysis to identify investments that are undervalued (or, in the case of short positions, overvalued) by the marketplace, and to identify proper entry and exit points. Valuation methodology can include peer group, multiples, free cash flow, sum-of-the-parts, and discounted cash flow analyses with an emphasis on growth and return on invested capital as differentiators for uncovering value relative to current prices and expected future values.

Fundamental research may include an assessment of strengths, weaknesses, competitive positioning, opportunities, threats, tangible asset value, liquidation value, intangible asset value, and incremental profit and investment trends. Quantitative analysis may be used in support of fundamental research to assist in the identification of potential investment ideas, to understand and confirm fundam...
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FIC CAPITAL INC Portfolio Concentration

FIC CAPITAL INC Location

286 MADISON AVE.
SUITE 1101
NEW YORK, New York
UNITED STATES, 10017

FIC CAPITAL INC Contact Information

Phone Number: 212-679-2100
Fax Number: 212-679-2125
Website:

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