KDI CAPITAL PARTNERS Overview
Kdi Capital Partners Llc is an investment advisor that manages 445.5 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 09/30/18. The fund's latest filing disclosed 315MM in positions, representing 71% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 09/30/18. The fund's latest filing disclosed 315MM in positions, representing 71% of the manager's regulatory AUM.
KDI CAPITAL PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
KDI CAPITAL PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UNH | 4.57% | Health | -1.02% | 0.17% | 0 | 25% | ||
| ABT | 4.57% | Health | -2.8% | 0.12% | 0 | 20% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
KDI CAPITAL PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Sheldon M. Fox | Managing Member, Chief Operating Officer | November-2007 |
| Beth P. Dalton | Chief Compliance Officer | February-2012 |
| John M. Day | Managing Member, Chief Investment Officer | January-1996 |
KDI CAPITAL PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
KDI CAPITAL PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss 9
9 ...
Unlock Full Investment Process Description
9 ...
Unlock Full Investment Process Description
KDI CAPITAL PARTNERS Portfolio Concentration
KDI CAPITAL PARTNERS Location
4101 LAKE BOONE TRAIL, STE 218
RALEIGH, North Carolina
UNITED STATES, 27607
RALEIGH, North Carolina
UNITED STATES, 27607
KDI CAPITAL PARTNERS Contact Information
Phone Number: 919-573-4124
Fax Number: 919-573-4135
Website: http://www.kdicapitalpartners.com
Fax Number: 919-573-4135
Website: http://www.kdicapitalpartners.com
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