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
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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 | 0.75% | 0.19% | 0 | 25% | ||
| ABT | 4.57% | Health | -2.41% | 0.06% | 0 | 20% | ||
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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
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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
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