INSIGHT CAPITAL Overview

Insight Capital Research & Management Inc is an investment advisor that manages 402.8 MM dollars in regulatory AUM and has 13 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 225MM in positions, representing 56% of the manager's regulatory AUM.

INSIGHT CAPITAL StockAlpha

-5.9%
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

INSIGHT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
THO 2.77% Cons. Disc. 20.3% 0.51% 0 9%
ALGN 2.62% Health -1.38% 0.1% 0 12%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

INSIGHT CAPITAL Founders and Key Employees

Name Title In Position Since
Victor Trautwein Director November-1996
Philip T. Hamilton Managing Director October-2004
Leslie C. Trautwein Director June-2008
Patricia M. Giadone Cco February-2015
James O. Collins Chairman & Ceo, Trustee February-1998

INSIGHT CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

INSIGHT CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss 11


Item 9 ...
Unlock Full Investment Process Description

INSIGHT CAPITAL Portfolio Concentration

INSIGHT CAPITAL Location

201 NORTH CIVIC DRIVE
SUITE 190
WALNUT CREEK, California
UNITED STATES, 94596

INSIGHT CAPITAL Contact Information

Phone Number: 925-948-2000
Fax Number: 925-274-5005
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 A