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 09/30/21. The fund's latest filing disclosed 186MM in positions, representing 56% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 186MM in positions, representing 56% of the manager's regulatory AUM.
LEISURE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LEISURE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.78% | Tech | 6.16% | -0.37% | 0 | 39% | ||
| SCHX | 4.85% | ETF | 8.86% | -0.01% | 0 | 4% | ||
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FEATURED IN
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 |
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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
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
SUITE 670
COSTA MESA, California
UNITED STATES, 92626-1989
LEISURE CAPITAL Contact Information
Phone Number: (714) 384-4050
Fax Number: (714) 384-4051
Website: http://www.leisurecapital.net
Fax Number: (714) 384-4051
Website: http://www.leisurecapital.net
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