FOUNDERS CAPITAL Overview
Founders Capital Management Llc is an investment advisor that manages 230 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 402MM in positions, representing 175% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 402MM in positions, representing 175% of the manager's regulatory AUM.
FOUNDERS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FOUNDERS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GOOG | 12.42% | Tech | 20.61% | 1.42% | 0 | 34% | ||
| BRK.B | 11.53% | Financials | 3.83% | 0.45% | 0 | 36% | ||
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FEATURED IN
FOUNDERS CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Howard E. Case | Member | November-2001 |
| Jon M. Case | Chief Compliance Officer/Member | November-2001 |
| Patrick A. Terrion | Member | November-2003 |
FOUNDERS CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FOUNDERS CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear.
Methods of Analysis and Investment Strategies
In accordance with the investment policy developed for each client, Founders will primarily invest in common stocks and individual bonds. Clients may have legacy positions in mutual funds or ETFs
(exchange traded funds), which may be held for a period of time for tax reasons.
In evaluating stocks, Founders assesses equity investments in publicly-traded companies using the same approach we would use to evaluate the purchase of an entire business - by looking for understandable,
4
well managed, and competitively advantaged businesses that are selling at prices well below their value to a private owner. Our process is grounded in fundamental, bottom-up analysis. In the recent macroeconomic environment, however, we evaluate all investment opportunities fro...
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Investing in securities involves risk of loss that clients should be prepared to bear.
Methods of Analysis and Investment Strategies
In accordance with the investment policy developed for each client, Founders will primarily invest in common stocks and individual bonds. Clients may have legacy positions in mutual funds or ETFs
(exchange traded funds), which may be held for a period of time for tax reasons.
In evaluating stocks, Founders assesses equity investments in publicly-traded companies using the same approach we would use to evaluate the purchase of an entire business - by looking for understandable,
4
well managed, and competitively advantaged businesses that are selling at prices well below their value to a private owner. Our process is grounded in fundamental, bottom-up analysis. In the recent macroeconomic environment, however, we evaluate all investment opportunities fro...
Get the Full Report
FOUNDERS CAPITAL Portfolio Concentration
FOUNDERS CAPITAL Location
111 FOUNDERS PLAZA
SUITE 1500
EAST HARTFORD, Connecticut
UNITED STATES, 06108
SUITE 1500
EAST HARTFORD, Connecticut
UNITED STATES, 06108
FOUNDERS CAPITAL Contact Information
Phone Number: 860.308.0061
Fax Number: 860.282.0441
Website: http://www.foundcapital.com
Fax Number: 860.282.0441
Website: http://www.foundcapital.com
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