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 09/30/16. The fund's latest filing disclosed 64MM in positions, representing 5% of the manager's regulatory AUM.

MITCHELL SINKLER & StockAlpha

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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

MITCHELL SINKLER & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 5.11% Health -5.3% -0.04% 0 34%
XOM 4.92% Energy 1.8% -0.21% 0 29%
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FEATURED IN
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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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MITCHELL SINKLER & Portfolio Concentration

MITCHELL SINKLER & Location

TWO PENN CENTER PLAZA
SUITE 1320
PHILADELPHIA, Pennsylvania
UNITED STATES, 19102

MITCHELL SINKLER & Contact Information

Phone Number: 215-665-1450
Fax Number: 215-561-0808
Website:

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