KUNTZ LESHER CAPITAL Overview
Kuntz Lesher Capital Llc is an investment advisor that manages 356.6 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 03/31/23. The fund's latest filing disclosed 792MM in positions, representing 222% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 03/31/23. The fund's latest filing disclosed 792MM in positions, representing 222% of the manager's regulatory AUM.
KUNTZ LESHER CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KUNTZ LESHER CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 14.53% | ETF | 5.06% | 0.01% | 0 | 17% | ||
| IEFA | 9.72% | ETF | 1.8% | -0.24% | 0 | 10% | ||
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FEATURED IN
KUNTZ LESHER CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edward W. Monborne | Ceo Of Rkl | July-2011 |
| Sarah Y. Fisher | President | January-2005 |
| Sarah Y. Fisher | Chief Compliance Officer | January-2013 |
KUNTZ LESHER CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
KUNTZ LESHER CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss (Continued)
Risk of Loss
All investment programs have certain risks that are borne by the investor. Our investment approach constantly keeps the risk of loss in mind. Investors face the following investment risks:
• Interest-rate Risk: Fluctuations in interest rates may cause investment prices to fluctuate. For example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline.
• Market Risk: The price of a security, bond, or mutual fund may drop in reaction to tangible and intangible events and conditions. This type of risk is caused by external factors independent of a security’s particular underlying circumstances. For example, political, economic and social conditions may trigger...
Unlock Full Investment Process Description
Risk of Loss
All investment programs have certain risks that are borne by the investor. Our investment approach constantly keeps the risk of loss in mind. Investors face the following investment risks:
• Interest-rate Risk: Fluctuations in interest rates may cause investment prices to fluctuate. For example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline.
• Market Risk: The price of a security, bond, or mutual fund may drop in reaction to tangible and intangible events and conditions. This type of risk is caused by external factors independent of a security’s particular underlying circumstances. For example, political, economic and social conditions may trigger...
Unlock Full Investment Process Description
KUNTZ LESHER CAPITAL Portfolio Concentration
KUNTZ LESHER CAPITAL Location
1800 FRUITVILLE PIKE
LANCASTER, Pennsylvania
UNITED STATES, 17601
LANCASTER, Pennsylvania
UNITED STATES, 17601
KUNTZ LESHER CAPITAL Contact Information
Phone Number: 717-399-1700
Fax Number: 717-291-0691
Website: http://www.klcinvest.com
Fax Number: 717-291-0691
Website: http://www.klcinvest.com
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