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 09/30/16. The fund's latest filing disclosed 220MM in positions, representing 72% of the manager's regulatory AUM.

MCRAE CAPITAL StockAlpha

-1.1%
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

MCRAE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CELG 5.67% Health 11.51% 1.06% 0 20%
PEP 4.48% Cons. Staples -6.73% -0.09% 0 25%
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FEATURED IN
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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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MCRAE CAPITAL Portfolio Concentration

MCRAE CAPITAL Location

230 MADISON AVENUE
MORRISTOWN, New Jersey
UNITED STATES, 07960

MCRAE CAPITAL Contact Information

Phone Number: 973-387-1080
Fax Number: 973-387-1081
Website:

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