FJ CAPITAL MANAGEMENT Overview
Fj Capital Management Llc is an investment advisor that manages 373.3 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/20. The fund's latest filing disclosed 636MM in positions, representing 170% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/20. The fund's latest filing disclosed 636MM in positions, representing 170% of the manager's regulatory AUM.
FJ CAPITAL MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FJ CAPITAL MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IBTX | 9.62% | Financials | 29.57% | 0.77% | 6 | 3% | ||
| VBTX | 8.73% | Financials | 30.27% | 0.8% | 11 | 2% | ||
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FEATURED IN
FJ CAPITAL MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Martin S. Friedman | Co-Founder, Chief Investment Officer & Managing Member | December-2007 |
| Andrew F. Jose | Co-Founder, Chief Compliance Officer & Managing Partner | December-2007 |
| Jeffrey A. Kashdin | Chief Financial Officer And Chief Operating Officer | December-2013 |
FJ CAPITAL MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
FJ CAPITAL MANAGEMENT Investment Strategy
Item 8. Methods of Analysis, Investment Strategies, and Risk of Loss
Page | 9
A. Methods of Analysis and Investment Strategies.
FJ Capital was founded as a fundamentally-driven firm focused on opportunities in the community/regional bank sector. We invest primarily in equity securities of under-followed, publicly traded U.S. community banks.
We construct our portfolios using proprietary fundamental research to uncover value disparities in the small- and mid-cap banking sector. We seek to take advantage of these disparities by building core positions with longer term holding periods. We also seek to generate attractive, risk-adjusted investment returns by uncovering opportunities with identifiable, near-term catalysts.
The Financial Opportunity Funds and our other Clients share similar investment objectives, which are to achieve superior absolute performance and to produce long-term capital appreciat...
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Page | 9
A. Methods of Analysis and Investment Strategies.
FJ Capital was founded as a fundamentally-driven firm focused on opportunities in the community/regional bank sector. We invest primarily in equity securities of under-followed, publicly traded U.S. community banks.
We construct our portfolios using proprietary fundamental research to uncover value disparities in the small- and mid-cap banking sector. We seek to take advantage of these disparities by building core positions with longer term holding periods. We also seek to generate attractive, risk-adjusted investment returns by uncovering opportunities with identifiable, near-term catalysts.
The Financial Opportunity Funds and our other Clients share similar investment objectives, which are to achieve superior absolute performance and to produce long-term capital appreciat...
Unlock Full Investment Process Description
FJ CAPITAL MANAGEMENT Portfolio Concentration
FJ CAPITAL MANAGEMENT Location
1313 DOLLEY MADISON BLVD
SUITE 306
MCLEAN, Virginia
UNITED STATES, 22101
SUITE 306
MCLEAN, Virginia
UNITED STATES, 22101
FJ CAPITAL MANAGEMENT Contact Information
Phone Number: 703-875-8378
Fax Number: 703-639-0025
Website: http://www.fjcapital.com
Fax Number: 703-639-0025
Website: http://www.fjcapital.com
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