MITCHELL CAPITAL Overview
Mitchell Capital Management Company is an investment advisor that manages 675.1 MM dollars in regulatory AUM and has 12 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 446MM in positions, representing 66% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 446MM in positions, representing 66% of the manager's regulatory AUM.
MITCHELL CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MITCHELL CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.8% | Tech | 6.16% | -0.37% | 0 | 39% | ||
| MSFT | 4.92% | Tech | 19.44% | 0.35% | 0 | 45% | ||
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FEATURED IN
MITCHELL CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Frederick G. Mitchell | Shareholder | February-1987 |
| Linda K. Mitchell | Shareholder | February-1987 |
| Kenneth L. Green | President/Director | February-1990 |
| Richard S. Jones | Vice President/Director/Secretary | January-2001 |
| Jonn M. Wullschleger | Vice President/Director | November-2004 |
| Barbara J. Roszel | Chief Compliance Officer/Director/Asst Secretary | December-2005 |
| Janet C. Rowe | Shareholder | December-2012 |
| Christen E. Dusselier | Shareholder | December-2012 |
MITCHELL CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MITCHELL CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
MCM helps investors to identify their investment objectives clearly. A portfolio cannot optimize growth, current income, future income and stability simultaneously. The counseling discussion prioritizes and quantifies these potential objectives.
Next, MCM helps the client establish investment guidelines. The investment guidelines state what MCM will and will not do when managing the portfolio. MCM prohibits speculative transactions. Other statements place limits on the types of assets and specifies asset quality standards that must be maintained in the portfolio. It is a clarifying process that creates objective standards for monitoring future investment progress.
We do extensive research and impose demanding financial criteria on the companies we select for investment. We avoid credit risk and minimize duration risk. We concentrate our fixed income investments in intermediate term high quality ...
Unlock Full Investment Process Description
MCM helps investors to identify their investment objectives clearly. A portfolio cannot optimize growth, current income, future income and stability simultaneously. The counseling discussion prioritizes and quantifies these potential objectives.
Next, MCM helps the client establish investment guidelines. The investment guidelines state what MCM will and will not do when managing the portfolio. MCM prohibits speculative transactions. Other statements place limits on the types of assets and specifies asset quality standards that must be maintained in the portfolio. It is a clarifying process that creates objective standards for monitoring future investment progress.
We do extensive research and impose demanding financial criteria on the companies we select for investment. We avoid credit risk and minimize duration risk. We concentrate our fixed income investments in intermediate term high quality ...
Unlock Full Investment Process Description
MITCHELL CAPITAL Portfolio Concentration
MITCHELL CAPITAL Location
11460 TOMAHAWK CREEK PARKWAY
SUITE 410
LEAWOOD, Kansas
UNITED STATES, 66211-7822
SUITE 410
LEAWOOD, Kansas
UNITED STATES, 66211-7822
MITCHELL CAPITAL Contact Information
Phone Number: 913-428-3222
Fax Number: 913-428-3231
Website: http://www.mitchcap.com
Fax Number: 913-428-3231
Website: http://www.mitchcap.com
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