GIDEON CAPITAL Overview

Gideon Capital Advisors Inc. is an investment advisor that manages 439.8 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 165MM in positions, representing 38% of the manager's regulatory AUM.

GIDEON 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

GIDEON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GS 2.8% Financials 50.43% 0.68% 0 20%
WFC 2.49% Financials 30.12% 0.16% 0 29%
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FEATURED IN
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GIDEON CAPITAL Founders and Key Employees

Name Title In Position Since
Christopher T. Wurtz President And Chief Compliance Officer December-2013

GIDEON CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Prime Broker Pro

GIDEON CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Item 8.A.

Gideon Capital’s strategy focuses on trading a wide number of liquid equity securities that trade on established U.S. markets. The portfolio is designed to be market neutral within a narrow range on either the long or short side in an effort to generate consistently attractive risk-adjusted returns during rising, falling and sideways markets. The model does not enter trades in options, derivatives or futures contracts. Individual clients may also instruct Gideon Capital to impose specific limits on the types or amounts of securities or other instruments in which to may invest, the concentration of investments in the client account (whether by sector, industry, asset class or otherwise) or the amount of leverage that may be employed.

The Principal has developed and refined the model over several years of live trading using actual capital. In other words, the model is not a computer s...
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GIDEON CAPITAL Portfolio Concentration

GIDEON CAPITAL Location

1350 AVENUE OF THE AMERICAS
2ND FLOOR
NEW YORK, New York
UNITED STATES, 10019

GIDEON CAPITAL Contact Information

Phone Number: 212-282-3548
Fax Number: 212-320-0291
Website:

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