LEGACY CAPITAL Overview

Legacy Capital Partners Inc. is an investment advisor that manages 271.2 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 159MM in positions, representing 59% of the manager's regulatory AUM.

LEGACY CAPITAL StockAlpha

-2.4%
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

LEGACY CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.48% Tech 1.31% -0.03% 0 42%
INTC 3.13% Tech -4.55% -0.2% 0 25%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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LEGACY CAPITAL Founders and Key Employees

Name Title In Position Since
Thomas J. Wickman President/Treasurer October-1979
Jeffry J. Brigman Vice President/Secretary/Chief Compliance Officer January-1990
James C. Janikowski Senior Vice President October-2007

LEGACY CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

LEGACY CAPITAL Investment Strategy

Item 8. Methods of Analysis, Investment Strategies, and Risk of Loss


A. Methods of Analysis and Investment Strategies

Legacy Capital is responsible for identifying and implementing the methods of analysis used in formulating investment recommendations to clients. The methods of analysis may include quantitative methods for optimizing client portfolios, computer-based risk/return analysis, and statistical and/or computer models utilizing long-term economic criteria. Legacy Capital may retain independent third parties to work in conjunction with its executive management team to provide input and guidance for the investment direction communicated by the firm. Legacy Capital may utilize third-party software to assist in formulating investment recommendations to clients. In addition, Legacy Capital reviews research material prepared by others, corporate filings, corporate rating services, corporate press releases, and a variety of financial publicat...
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LEGACY CAPITAL Portfolio Concentration

LEGACY CAPITAL Location

1200 NORTH MAYFAIR ROAD
SUITE 360
MILWAUKEE, Wisconsin
UNITED STATES, 53226-3282

LEGACY CAPITAL Contact Information

Phone Number: 414-271-1664
Fax Number: 414-271-9986
Website:

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