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 09/30/16. The fund's latest filing disclosed 261MM in positions, representing 59% of the manager's regulatory AUM.

KDI CAPITAL PARTNERS StockAlpha

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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

KDI CAPITAL PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MCK 9.3% Health -13.87% -0.78% 0 22%
CVS 8.87% Cons. Staples -11.79% -0.73% 0 25%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 ...
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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

KDI CAPITAL PARTNERS Contact Information

Phone Number: 919-573-4124
Fax Number: 919-573-4135
Website:

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