HOURGLASS CAPITAL LLC Overview
Hourglass Capital Llc is an investment advisor that manages 736.2 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/08 to 06/30/20. The fund's latest filing disclosed 282MM in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/08 to 06/30/20. The fund's latest filing disclosed 282MM in positions, representing 38% of the manager's regulatory AUM.
HOURGLASS CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
HOURGLASS CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.34% | Tech | 17.36% | 0.44% | 0 | 45% | ||
| ABBV | 3.72% | Health | -7.1% | -0.46% | 0 | 34% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
HOURGLASS CAPITAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kenneth A. Moffet | Member/Board Of Managers | June-2008 |
| John H. Moffet | Member/Board Of Managers | June-2008 |
| Andrew T. Anton | Member/Board Of Managers | June-2008 |
| Debra L. Gardner | Member/Chief Compliance Officer | June-2008 |
| Thomas W. Hook | Member | August-2008 |
HOURGLASS CAPITAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
HOURGLASS CAPITAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS AND THE RISKS
Hourglass' analysis may include, and is not limited to, fundamental, technical, qualitative, and mutual fund and/or exchange‐traded fund analysis, as described below:
9
Fundamental Analysis. Hourglass attempts 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 itself) to determine if the company 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 stock.
Technical Analysis. Hourglass analyzes p...
Unlock Full Investment Process Description
METHODS OF ANALYSIS AND THE RISKS
Hourglass' analysis may include, and is not limited to, fundamental, technical, qualitative, and mutual fund and/or exchange‐traded fund analysis, as described below:
9
Fundamental Analysis. Hourglass attempts 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 itself) to determine if the company 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 stock.
Technical Analysis. Hourglass analyzes p...
Unlock Full Investment Process Description
HOURGLASS CAPITAL LLC Portfolio Concentration
HOURGLASS CAPITAL LLC Location
4409 MONTROSE BLVD
SUITE 100
HOUSTON, Texas
UNITED STATES, 77006
SUITE 100
HOUSTON, Texas
UNITED STATES, 77006
HOURGLASS CAPITAL LLC Contact Information
Phone Number: 713-936-0440
Fax Number: 713-936-0441
Website: https://www.hourglasscapital.com
Fax Number: 713-936-0441
Website: https://www.hourglasscapital.com
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