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 09/30/16. The fund's latest filing disclosed 177MM in positions, representing 77% of the manager's regulatory AUM.

FOUNDERS CAPITAL StockAlpha

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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

FOUNDERS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 10.38% Financials 14.11% -0.59% 0 28%
PEP 6.11% Cons. Staples -4.08% -0.12% 0 25%
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FEATURED IN
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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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FOUNDERS CAPITAL Portfolio Concentration

FOUNDERS CAPITAL Location

111 FOUNDERS PLAZA
SUITE 1500
EAST HARTFORD, Connecticut
UNITED STATES, 06108

FOUNDERS CAPITAL Contact Information

Phone Number: 860.308.0061
Fax Number: 860.282.0441
Website:

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