KINGS POINT CAPITAL Overview

Kings Point Capital Management is an investment advisor that manages 638.2 MM dollars in regulatory AUM and has 13 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 379MM in positions, representing 59% of the manager's regulatory AUM.

KINGS POINT CAPITAL StockAlpha

-3.4%
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

KINGS POINT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NWL 4.6% Cons. Disc. -13.2% -0.87% 0 14%
CVS 2.93% Cons. Staples -9.51% -0.21% 0 25%
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FEATURED IN
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KINGS POINT CAPITAL Founders and Key Employees

Name Title In Position Since
Jack L. Salzman Senior Managing Partner February-1998
Jeffrey P. Bates Managing Partner / Chief Operations Officer / Chief Compliance Officer December-2005

KINGS POINT CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

KINGS POINT CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The cornerstone of the Registrant’s investment process is a fundamental (bottom-up) analytical research approach based on individual security selection. The Registrant does not attempt to time the market. As such, the performance of the Registrant should largely reflect the Registrant’s ability to find and invest in undervalued securities. This same methodology applies for both long (Equity & Fixed Income) and short (equity only) positions. The Registrant believes that investment time horizons of 1-2 years tend to yield the best opportunity to maximize each investment. For equity positions, this time period allows for growth companies to continue to demonstrate their strengths that could allow for holding periods well in excess of the norm. However, the circumstances of the markets and the securities held may cause the Registrant to trade securities more frequently. The Registrant will search and make equit...
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KINGS POINT CAPITAL Portfolio Concentration

KINGS POINT CAPITAL Location

111 GREAT NECK ROAD
SUITE 310
GREAT NECK, New York
UNITED STATES, 11021

KINGS POINT CAPITAL Contact Information

Phone Number: 516-439-5100
Fax Number: 516-439-5102
Website:

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