JANNEY CAPITAL Overview
Janney Capital Management Llc is an investment advisor that manages 3.8 BN dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/17. The fund's latest filing disclosed 2BN in positions, representing 57% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/17. The fund's latest filing disclosed 2BN in positions, representing 57% of the manager's regulatory AUM.
JANNEY CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JANNEY CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 6.22% | ETF | 3.64% | 0% | 0 | 26% | ||
| HEDJ | 4.96% | ETF | 4.01% | -0.01% | 1 | 3% | ||
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FEATURED IN
JANNEY CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark D. Luschini | President & Manager | May-2012 |
| Timothy M. Slevin | Vice President | October-2011 |
| James M. Egan | Vice President | October-2011 |
| Thomas A. Hohenstein | Treasurer | October-2011 |
| Jerome F. Lombard | Manager | October-2011 |
| Dwight Cowden | Chief Administrative Officer | February-2013 |
| Daneen E. Downey | Deputy General Counsel | February-2014 |
| Robert P. Slomin | Chief Compliance Officer, Investment Advisory | July-2014 |
| Kevin J. Reed | Chairman & Manager | September-2014 |
JANNEY CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JANNEY CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Janney Capital Management’s approach to security analysis is based primarily on fundamental research. This approach entails an examination of the operating, financial and industry conditions affecting each company whose security is under consideration, all from a long-term perspective. Janney Capital Management also strives to incorporate economic analysis into its overall market policy, employ certain relative valuation disciplines and utilize technical analysis as part of the overall process. Janney Capital
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Management’s investment professionals will take into account factors such as current yield, price attractiveness, earnings and dividend growth potential, and economic, political and sociological factors, as applicable. In portfolio construction, the investment managers will seek a prudent level of diversification to reduce risk.
While any or all sources of information may be use...
Unlock Full Investment Process Description
Janney Capital Management’s approach to security analysis is based primarily on fundamental research. This approach entails an examination of the operating, financial and industry conditions affecting each company whose security is under consideration, all from a long-term perspective. Janney Capital Management also strives to incorporate economic analysis into its overall market policy, employ certain relative valuation disciplines and utilize technical analysis as part of the overall process. Janney Capital
- 10 -
Management’s investment professionals will take into account factors such as current yield, price attractiveness, earnings and dividend growth potential, and economic, political and sociological factors, as applicable. In portfolio construction, the investment managers will seek a prudent level of diversification to reduce risk.
While any or all sources of information may be use...
Unlock Full Investment Process Description
JANNEY CAPITAL Portfolio Concentration
JANNEY CAPITAL Location
ONE PPG PLACE
SUITE 2200
PITTSBURGH, Pennsylvania
UNITED STATES, 15222
SUITE 2200
PITTSBURGH, Pennsylvania
UNITED STATES, 15222
JANNEY CAPITAL Contact Information
Phone Number: 412-562-8100
Fax Number: 412-562-8027
Website: null
Fax Number: 412-562-8027
Website: null
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