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 09/30/16. The fund's latest filing disclosed 267MM in positions, representing 40% of the manager's regulatory AUM.

MITCHELL CAPITAL StockAlpha

-8.1%
Top 25%
3yr StockAlpha Register for more...

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

MITCHELL CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GOOG 4.58% Tech -0.78% -0.07% 0 34%
FB 3.55% Tech -8.05% -0.32% 0 37%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 ...
Get the Full Report

MITCHELL CAPITAL Portfolio Concentration

MITCHELL CAPITAL Location

11460 TOMAHAWK CREEK PARKWAY
SUITE 410
LEAWOOD, Kansas
UNITED STATES, 66211-7822

MITCHELL CAPITAL Contact Information

Phone Number: 913-428-3222
Fax Number: 913-428-3231
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B