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 09/30/16. The fund's latest filing disclosed 198MM in positions, representing 56% of the manager's regulatory AUM.

KUNTZ LESHER CAPITAL StockAlpha

-2.3%
Top 25%
2.75yr StockAlpha Register for more...

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

KUNTZ LESHER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHX 4.76% ETF 3.86% 0% 0 3%
TMO 4.35% Health -10.82% -0.22% 0 13%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

KUNTZ LESHER CAPITAL Portfolio Concentration

KUNTZ LESHER CAPITAL Location

1800 FRUITVILLE PIKE
LANCASTER, Pennsylvania
UNITED STATES, 17601

KUNTZ LESHER CAPITAL Contact Information

Phone Number: 717-399-1700
Fax Number: 717-291-0691
Website:

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
Path A