MILES CAPITAL INC. Overview

Miles Capital Inc. is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 22 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 148MM in positions, representing 4% of the manager's regulatory AUM.

MILES CAPITAL INC. StockAlpha

-3.8%
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

MILES CAPITAL INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNK 18.74% ETF -1.02% -0.35% 0 3%
HYG 15.81% ETF -1.43% -0.37% 0 8%
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FEATURED IN
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MILES CAPITAL INC. Founders and Key Employees

Name Title In Position Since
David W. Miles Chairman July-2014
Gregory D. Boal Chief Executive Officer And Chief Investment Officer July-2014
Gweneth K. Gosselink Chief Compliance Officer August-2013

MILES CAPITAL INC. Brokers, Custodians, Auditors and Administrators

Type Company

MILES CAPITAL INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Miles Capital’s investment process has been honed through more than a quarter-century of faithful adherence to our disciplined investment model and our focus on risk-aware portfolio construction. We seek to provide investment strategies that identify and control risk while capitalizing on long-term economic, demographic and cultural trends, as well as fundamental shifts in business practices. Miles Capital evaluates holdings through our own fundamental research, a proven valuation model and access to outside resources.


Equity Investment Strategies and Risk
Miles Capital’s equity team manages three equity strategies including:


· Small Cap Core
· Equity Income
· Large Cap Diversified


Each strategy is managed according to the same investment philosophy and process. In particular, we believe that buying high quality stocks, trading at a...
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MILES CAPITAL INC. Portfolio Concentration

MILES CAPITAL INC. Location

1415 28TH STREET
SUITE 200
WEST DES MOINES, Iowa
UNITED STATES, 50266-1461

MILES CAPITAL INC. Contact Information

Phone Number: [515] 244-5426
Fax Number: 866-331-8863
Website:

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