IMS CAPITAL Overview

Ims Capital Management is an investment advisor that manages 173.6 MM dollars in regulatory AUM and has 11 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/05 to 09/30/16. The fund's latest filing disclosed 87MM in positions, representing 50% of the manager's regulatory AUM.

IMS CAPITAL StockAlpha

-3.9%
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

IMS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.19% Tech -1.28% -0.11% 0 42%
DLTR 4.13% Cons. Disc. 11.29% 0.27% 0 12%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

IMS CAPITAL Founders and Key Employees

Name Title In Position Since
Carl W. Marker Chief Investment Officer/Chairman Of The Board/Director/Secretary May-1988
Douglas P. Kintzinger Ceo, President And Chief Compliance Officer November-2013

IMS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

IMS CAPITAL Investment Strategy

IMS CAPITAL Portfolio Concentration

IMS CAPITAL Location

8995 S.E. OTTY ROAD
PORTLAND, Oregon
UNITED STATES, 97086

IMS CAPITAL Contact Information

Phone Number: 503-788-4200
Fax Number: 503-788-4100
Website:

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