LEISURE CAPITAL Overview

Leisure Capital Management is an investment advisor that manages 331.2 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 104MM in positions, representing 31% of the manager's regulatory AUM.

LEISURE CAPITAL StockAlpha

-3.1%
Top 25%
2yr 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

LEISURE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHM 5.65% ETF 6.46% 0.1% 1 0%
SBRA 4.76% Financials -0.4% -0.76% 0 4%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

LEISURE CAPITAL Founders and Key Employees

Name Title In Position Since
Marr N. Leisure President, Cco, Cio, Co-Trustee Of The Leisure Family Trust Dated 05/19/1995 March-2002
Raymond M. Robinson Treasurer, Board Of Directors December-2011
Gideon S. Bernstein Secretary/Board Of Directors (Since 2011), Co-Trustee Of The Bernstein Family Trust Dated 12/17/2010 (Since 2014) December-2011
Jeanne E. Pepper Co-Trustee Of The Bernstein Family Trust Dated 12/17/2010 August-2014
Anne P. Leisure Co-Trustee Of The Leisure Family Trust Dated 05/19/1995 March-2002

LEISURE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

LEISURE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

General Investment Strategies

LCM generally uses diversification in an effort to minimize the risk and optimize the potential return of a portfolio. More specifically, we utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. Each portfolio composition is determined in accordance with the clients’ investment objectives, risk tolerance, and time horizon. LCM selects categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. Different instruments involve different levels of exposure to risk. We deal with any client restrictions on an account-by-account basis.

LCM treats each client uniquely, but client portfolios with a similar investment objectives and asset allocation goals may own similarly modeled securities. Timin...
Unlock Full Investment Process Description

LEISURE CAPITAL Portfolio Concentration

LEISURE CAPITAL Location

650 TOWN CENTER DR.
SUITE 670
COSTA MESA, California
UNITED STATES, 92626-1989

LEISURE CAPITAL Contact Information

Phone Number: (714) 384-4050
Fax Number: (714) 384-4051
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