HENGEHOLD CAPITAL Overview

Hengehold Capital Management Llc is an investment advisor that manages 495.1 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 315MM in positions, representing 64% of the manager's regulatory AUM.

HENGEHOLD CAPITAL StockAlpha

-2.5%
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

HENGEHOLD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RPG 11.63% ETF -2.16% -0.44% 5 1%
SCHG 8.12% ETF -0.52% -0.17% 2 2%
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HENGEHOLD CAPITAL Founders and Key Employees

Name Title In Position Since
Michael T. Hengehold Owner/Chief Compliance Officer January-1990

HENGEHOLD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

HENGEHOLD CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis: We use the following methods of analysis in formulating our investment advice and in managing client assets:

Fundamental Analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors, including the overall economy, industry conditions, and the financial condition and management of the company. These factors help us form an opinion as to whether the security is underpriced, indicating it may be a good time to buy, or overpriced indicating it may be time to sell.

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the security.

Asset Allocation: Rather than focusing only on security selection, we attempt to identify an appropri...
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HENGEHOLD CAPITAL Portfolio Concentration

HENGEHOLD CAPITAL Location

6116 HARRISON AVE
CINCINNATI, Ohio
UNITED STATES, 45247-7833

HENGEHOLD CAPITAL Contact Information

Phone Number: 513-598-5120
Fax Number: 513-598-2314
Website:

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