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 09/30/16. The fund's latest filing disclosed 154MM in positions, representing 73% of the manager's regulatory AUM.

LIBERTY CAPITAL StockAlpha

-1.4%
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

LIBERTY CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
STZ 3.05% Cons. Staples -9.74% -0.19% 0 17%
V 2.92% Tech -3.9% -0.14% 0 26%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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.

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LIBERTY CAPITAL Portfolio Concentration

LIBERTY CAPITAL Location

401 S OLD WOODWARD AVENUE
STE 430
BIRMINGHAM, Michigan
UNITED STATES, 48009

LIBERTY CAPITAL Contact Information

Phone Number: 248 258-9290
Fax Number: 248 258-9292
Website:

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