LIBERTY CAPITAL Overview
Liberty Capital Management Inc. is an investment advisor that manages 210 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/06 to 09/30/21. The fund's latest filing disclosed 339MM in positions, representing 162% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/06 to 09/30/21. The fund's latest filing disclosed 339MM in positions, representing 162% of the manager's regulatory AUM.
LIBERTY CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LIBERTY CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.68% | Tech | 6.16% | -0.3% | 0 | 39% | ||
| VTI | 4.21% | ETF | 8.87% | -0.01% | 0 | 11% | ||
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FEATURED IN
LIBERTY CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert D. Foster | Chairman | February-1993 |
| Clinton P. Schloop | President | January-1996 |
| Charles W. Brown | Chief Compliance Officer | September-2004 |
| Ina G. Fernandez | Managing Director | January-2010 |
LIBERTY CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LIBERTY CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The selection and management of equities starts a screening for stocks that exhibit certain
fundamental characteristics. We select companies with consistent above average
earnings growth, low levels of debt, and quality balance sheets. We also believe that it is not necessary to pay a premium to acquire these high quality stocks.
Our portfolio management process includes fundamental, technical, and valuation analysis to determine whether to purchase, retain, or sell a holding.
Regarding fixed income securities, LCM focuses on investment grade issues with intermediate maturities.
Investing in securities involves risk of loss that clients should be prepared to bear.
Item 9 – ...
Unlock Full Investment Process Description
The selection and management of equities starts a screening for stocks that exhibit certain
fundamental characteristics. We select companies with consistent above average
earnings growth, low levels of debt, and quality balance sheets. We also believe that it is not necessary to pay a premium to acquire these high quality stocks.
Our portfolio management process includes fundamental, technical, and valuation analysis to determine whether to purchase, retain, or sell a holding.
Regarding fixed income securities, LCM focuses on investment grade issues with intermediate maturities.
Investing in securities involves risk of loss that clients should be prepared to bear.
Item 9 – ...
Unlock Full Investment Process Description
LIBERTY CAPITAL Portfolio Concentration
LIBERTY CAPITAL Location
401 S OLD WOODWARD AVENUE
STE 430
BIRMINGHAM, Michigan
UNITED STATES, 48009
STE 430
BIRMINGHAM, Michigan
UNITED STATES, 48009
LIBERTY CAPITAL Contact Information
Phone Number: 248 258-9290
Fax Number: 248 258-9292
Website: http://www.lcmgt.com
Fax Number: 248 258-9292
Website: http://www.lcmgt.com
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