GIBSON CAPITAL LLC Overview

Gibson Capital Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 14 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 284MM in positions, representing 24% of the manager's regulatory AUM.

GIBSON CAPITAL LLC StockAlpha

-1.3%
Top 25%
3yr 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

GIBSON CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 38.38% ETF 5.23% 0.19% 0 10%
VNQ 24.49% ETF -4.07% -1.94% 0 8%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

GIBSON CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Brenda S. Gibson Chief Executive Officer October-2008
Roger C. Gibson Member Of Management Committee/Chief Investment Officer October-2008
Daniel G. Berczik Chief Compliance Officer September-2014

GIBSON CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

GIBSON CAPITAL LLC Investment Strategy

Item 8 - Methods of Analysis, Investment Strategies, and Risk of Loss

A. Gibson advocates a strategic asset allocation investment strategy that does not rely on short-term market forecasts. We recommend that clients diversify their portfolios broadly across a variety of major asset classes. Differences in the patterns of returns across these asset classes mitigate the volatility risk at the portfolio level.

Our investment philosophy maintains that an investment portfolio’s asset allocation (choice of asset classes and the allocation of money across them) is a primary determinant of its long-term investment performance. The markets primarily drive investment results, rather than the exercise of skill in either security selection or market timing.

Client involvement in the design of the portfolio is critical to its success. We arrive at the allocation for each client through education and consultation with the client. Once the design process is complete, we...
Get the Full Report

GIBSON CAPITAL LLC Portfolio Concentration

GIBSON CAPITAL LLC Location

6600 BROOKTREE COURT
SUITE 2200
WEXFORD, Pennsylvania
UNITED STATES, 15090

GIBSON CAPITAL LLC Contact Information

Phone Number: 724-934-3200
Fax Number: 724-934-3201
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B