FORTE CAPITAL LLC Overview

Forte Capital Llc is an investment advisor that manages 683.6 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/14 to 09/30/16. The fund's latest filing disclosed 263MM in positions, representing 38% of the manager's regulatory AUM.

FORTE CAPITAL LLC StockAlpha

-2.6%
Top 25%
2.25yr StockAlpha Register for more...

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

FORTE CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RPG 8.02% ETF 0.86% -0.33% 3 1%
VOE 7.72% ETF 7.14% 0.19% 1 2%
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FEATURED IN
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FORTE CAPITAL LLC Founders and Key Employees

Name Title In Position Since
David W. Henion Member August-1996
Richard B. Nathan Member July-1997
Adil Masood Member December-2001
Ajit Deshpande Member May-2003
Ann E. Walker Chief Compliance Officer September-2004
Dennis E. Lohouse Member October-2009
Edmond D. Sheidlower Member October-2009

FORTE CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

FORTE CAPITAL LLC Investment Strategy

FORTE CAPITAL LLC Portfolio Concentration

FORTE CAPITAL LLC Location

95 ALLENS CREEK ROAD
BUILDING 1, SUITE 201
ROCHESTER, New York
UNITED STATES, 14618

FORTE CAPITAL LLC Contact Information

Phone Number: 585-586-8100
Fax Number: 585-697-2599
Website:

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