FIRST CITY CAPITAL Overview
First City Capital Management Inc. is an investment advisor that manages 381.1 MM dollars in regulatory AUM and has 7 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 09/30/18. The fund's latest filing disclosed 150MM in positions, representing 39% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/18. The fund's latest filing disclosed 150MM in positions, representing 39% of the manager's regulatory AUM.
FIRST CITY CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIRST CITY CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| HD | 4.2% | Cons. Disc. | -15.75% | -0.22% | 0 | 27% | ||
| XOM | 4.13% | Energy | -9.38% | 0.21% | 0 | 30% | ||
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FEATURED IN
FIRST CITY CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edgar L. Gay | President | January-1979 |
| Edmund L. Curlee | Sr. Vice President/Cio | September-1992 |
| Ann-Marie J. Sarabia | Chief Compliance Officer | October-2005 |
| Edwin B. Connerat | Sr. Vice President | February-2005 |
FIRST CITY CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FIRST CITY CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Edgar L.T. Gay, President, and E. Lane Curlee, III, Chief Investment Officer and Senior
Vice President of FCCM work together to analyze and structure portfolios for clients.
FCCM manages equity only, fixed income only portfolios and balanced portfolios. For most clients we emphasize a balanced portfolio approach. W e allocate assets among stocks, bonds, and cash reserves on a discretionary basis in accordance with the client’s designated investment objectives.
Our equity style focuses primarily on selecting companies that have growth at a reasonable price (“GARP”). Special emphasis is placed on analyzing a company's financial strength, its operating exposure to international markets, as well as its long term strategic goals. Of equal importance is the competence and integrity of the company's management.
At FCCM, the role of fixed income managemen...
Unlock Full Investment Process Description
Edgar L.T. Gay, President, and E. Lane Curlee, III, Chief Investment Officer and Senior
Vice President of FCCM work together to analyze and structure portfolios for clients.
FCCM manages equity only, fixed income only portfolios and balanced portfolios. For most clients we emphasize a balanced portfolio approach. W e allocate assets among stocks, bonds, and cash reserves on a discretionary basis in accordance with the client’s designated investment objectives.
Our equity style focuses primarily on selecting companies that have growth at a reasonable price (“GARP”). Special emphasis is placed on analyzing a company's financial strength, its operating exposure to international markets, as well as its long term strategic goals. Of equal importance is the competence and integrity of the company's management.
At FCCM, the role of fixed income managemen...
Unlock Full Investment Process Description
FIRST CITY CAPITAL Portfolio Concentration
FIRST CITY CAPITAL Location
136 HABERSHAM ST
SAVANNAH, Georgia
UNITED STATES, 31401
SAVANNAH, Georgia
UNITED STATES, 31401
FIRST CITY CAPITAL Contact Information
Phone Number: (912) 233-5492
Fax Number: 912-238-4871
Website: https://www.firstcitycapitalmanagement.com
Fax Number: 912-238-4871
Website: https://www.firstcitycapitalmanagement.com
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