MCGLINN CAPITAL Overview

Mcglinn Capital Management Inc is an investment advisor that manages 63 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/15. The fund's latest filing disclosed 33MM in positions, representing 53% of the manager's regulatory AUM.

MCGLINN CAPITAL StockAlpha

-11.9%
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

MCGLINN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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MCGLINN CAPITAL Founders and Key Employees

Name Title In Position Since
Michael J. Mcglinn Chairman, Ceo And Director/Chief Compliance Officer January-1999
Debora M. Covell Vp January-1995
John P. Weaver Executive Vice President/Head Of Fixed Income Investments April-2001

MCGLINN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Prime Broker Pro

MCGLINN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS AND INVESTMENT STRATEGIES FOR ADVISORY ACCOUNTS

EQUITY PROCESS:
We manage accounts as a team, utilizing a top-down approach. Our equity process allocates assets to sectors that we perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. We then establish target returns; once achieved, we rotate assets elsewhere using the same process. Our client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes).

Our equity process is comprised of three phases: top-down economic, business and financial market analysis;
sector and industry group selection; and fundamental company analysis and security selection.

Phases:

Top-Down Economic, Business and Financial Ma...
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MCGLINN CAPITAL Portfolio Concentration

MCGLINN CAPITAL Location

850 N. WYOMISSING BLVD
WYOMISSING, Pennsylvania
UNITED STATES, 19610

MCGLINN CAPITAL Contact Information

Phone Number: 610-374-5125
Fax Number: 610-374-0199
Website:

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