FORT PITT CAPITAL Overview

Fort Pitt Capital Group Inc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 31 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/01 to 09/30/16. The fund's latest filing disclosed 875MM in positions, representing 46% of the manager's regulatory AUM.

FORT PITT CAPITAL StockAlpha

-0.8%
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

FORT PITT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
T 4.4% Telecom 0.64% -0.13% 0 29%
VZ 4.39% Telecom 0.19% -0.15% 0 28%
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FEATURED IN
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FORT PITT CAPITAL Founders and Key Employees

Name Title In Position Since
Michael N. Blehar Managing Director, Principal Financial Consultant August-1995
Theodore M. Bovard Chief Compliance Officer, Managing Director, Exec. Sec., Principal, Financial Consultant August-1995
Charles A. Smith Director, Principal, Cio, Exec. Vp/Treasurer July-1995

FORT PITT CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

FORT PITT CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Analysis:
Fort Pitt utilizes their own research and stock selection process to identify companies that are positioned to capitalize on certain themes to generate quality long-term outcomes based on our clients’ goals and aspirations. Independent verification by outside auditors validates the integrity of our performance reporting through the below listed portfolio composites.

Investment Strategies:
Fort Pitt primarily utilizes the following two investment strategies for managing client assets.

Individual Securities:
Stock and bond selections will be tailored to address clients’ financial goals. Fort Pitt’s Portfolio
Managers apply the following five step process:

1. Understanding client needs;
2. Applying a business-like approach to the management of assets;
3. Understanding and managing clients’ risk tolerance;
4. Controlling costs; and
5. ...
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FORT PITT CAPITAL Portfolio Concentration

FORT PITT CAPITAL Location

680 ANDERSEN DRIVE
FOSTER PLAZA TEN
PITTSBURGH, Pennsylvania
UNITED STATES, 15220

FORT PITT CAPITAL Contact Information

Phone Number: 412-921-1822
Fax Number: 412-921-2402
Website:

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Disclaimer

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