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 09/30/17. The fund's latest filing disclosed 177MM in positions, representing 44% of the manager's regulatory AUM.

INSIGHT CAPITAL StockAlpha

+2.1%
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

INSIGHT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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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


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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:

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