MCRAE CAPITAL Overview
Mcrae Capital Management Inc is an investment advisor that manages 307.7 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 271MM in positions, representing 88% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 271MM in positions, representing 88% of the manager's regulatory AUM.
MCRAE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MCRAE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.7% | Tech | -2.19% | 0.79% | 0 | 39% | ||
| MDT | 4.8% | Health | -23.48% | -0.52% | 0 | 21% | ||
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FEATURED IN
MCRAE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Roderick Mcrae | President | January-1981 |
| Roderick Mcrae Iii | Managing Partner/Chief Compliance Officer | January-1997 |
| Peter J. Mcrae | Managing Partner | March-2004 |
| Mira Bulawski | Vice President | January-2012 |
MCRAE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MCRAE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Registrant uses a wide variety of sources for information, foremost being the corporate reports and press releases themselves. In addition, newspapers, financial periodicals, economic services, Federal Reserve and other government publications, and research material prepared by investment bankers and brokerage firms are studied. Comments, releases and presentations of company managements, security analysts, economists and other observers of the financial markets are also carefully reviewed and considered.
Traditional methods of fundamental analysis are employed, including all pertinent factors relating to a corporation’s management and financial strength, its competitive position and cost structure, and its research and new product and service development capacity. Registrant seeks to avoid excessive risk by emphasizing high-quality securities which Registrant endeavors to purchase at attractive prices. ...
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Registrant uses a wide variety of sources for information, foremost being the corporate reports and press releases themselves. In addition, newspapers, financial periodicals, economic services, Federal Reserve and other government publications, and research material prepared by investment bankers and brokerage firms are studied. Comments, releases and presentations of company managements, security analysts, economists and other observers of the financial markets are also carefully reviewed and considered.
Traditional methods of fundamental analysis are employed, including all pertinent factors relating to a corporation’s management and financial strength, its competitive position and cost structure, and its research and new product and service development capacity. Registrant seeks to avoid excessive risk by emphasizing high-quality securities which Registrant endeavors to purchase at attractive prices. ...
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MCRAE CAPITAL Portfolio Concentration
MCRAE CAPITAL Location
230 MADISON AVENUE
MORRISTOWN, New Jersey
UNITED STATES, 07960
MORRISTOWN, New Jersey
UNITED STATES, 07960
MCRAE CAPITAL Contact Information
Phone Number: 973-387-1080
Fax Number: 973-387-1081
Website: http://www.mcraecapital.com
Fax Number: 973-387-1081
Website: http://www.mcraecapital.com
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