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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 58% of the manager's regulatory AUM.

JANNEY CAPITAL StockAlpha

-5%
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

JANNEY CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 7.18% ETF 1.56% 0% 0 29%
HEDJ 2.99% ETF -1.06% -0.08% 0 5%
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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...
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JANNEY CAPITAL Portfolio Concentration

JANNEY CAPITAL Location

ONE PPG PLACE
SUITE 2200
PITTSBURGH, Pennsylvania
UNITED STATES, 15222

JANNEY CAPITAL Contact Information

Phone Number: 412-562-8100
Fax Number: 412-562-8027
Website:

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