MITCHELL SINKLER & Overview
Mitchell Sinkler & Starr is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/01 to 06/30/21. The fund's latest filing disclosed 110MM in positions, representing 9% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 06/30/21. The fund's latest filing disclosed 110MM in positions, representing 9% of the manager's regulatory AUM.
MITCHELL SINKLER & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MITCHELL SINKLER & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 4.48% | ETF | 2.79% | -0.03% | 0 | 0% | ||
| AAPL | 4.26% | Tech | 6.8% | 0.05% | 0 | 0% | ||
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FEATURED IN
MITCHELL SINKLER & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William W. Wylie | President & Secretary | January-2002 |
| Nicholas W. Carper | Vice President | January-1997 |
| Mary L. Blatteau | Treasurer | January-2005 |
| Nancy M. Haegele | Chief Compliance Officer | November-2005 |
| W. G. Richardson | Portfolio Manager | January-2007 |
MITCHELL SINKLER & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MITCHELL SINKLER & Investment Strategy
Item 8: Methods of Analysis
Our Philosophy
Overview
Working closely with our clients to establish the goals and objectives of each portfolio is the start of our investment process. This discussion leads to conclusions about the appropriate allocation to a variety of asset classes, income requirements, time horizon, the need for liquidity, and the need for principal stability. In the long-term, portfolios are fully invested with little effort made to time markets.
Both “top-down” and “bottom-up” approaches are utilized in the management process. Considerable time is spent evaluating economic conditions that affect capital markets, individual countries and regions, and specific industries, allowing portfolio managers to shape an account’s strategy related to the staged investment of cash, the laddering of fixed income portfolios, the weighting of industry sectors in equity portfolios, and the level of commitment to non-US markets. ...
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Our Philosophy
Overview
Working closely with our clients to establish the goals and objectives of each portfolio is the start of our investment process. This discussion leads to conclusions about the appropriate allocation to a variety of asset classes, income requirements, time horizon, the need for liquidity, and the need for principal stability. In the long-term, portfolios are fully invested with little effort made to time markets.
Both “top-down” and “bottom-up” approaches are utilized in the management process. Considerable time is spent evaluating economic conditions that affect capital markets, individual countries and regions, and specific industries, allowing portfolio managers to shape an account’s strategy related to the staged investment of cash, the laddering of fixed income portfolios, the weighting of industry sectors in equity portfolios, and the level of commitment to non-US markets. ...
Unlock Full Investment Process Description
MITCHELL SINKLER & Portfolio Concentration
MITCHELL SINKLER & Location
TWO PENN CENTER PLAZA
SUITE 1320
PHILADELPHIA, Pennsylvania
UNITED STATES, 19102
SUITE 1320
PHILADELPHIA, Pennsylvania
UNITED STATES, 19102
MITCHELL SINKLER & Contact Information
Phone Number: 215-665-1450
Fax Number: 215-561-0808
Website: http://www.mssadvisors.com
Fax Number: 215-561-0808
Website: http://www.mssadvisors.com
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