MONARCH CAPITAL Overview
Monarch Capital Management Inc/ is a hedge fund that manages 326.8 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 288MM in positions, representing 88% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 288MM in positions, representing 88% of the manager's regulatory AUM.
MONARCH CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MONARCH CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.57% | Tech | 6.94% | -0.29% | 0 | 43% | ||
| MRK | 4.05% | Health | 0.19% | -0.47% | 0 | 27% | ||
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FEATURED IN
MONARCH CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David M. Meyer | Chief Executive Officer | August-1994 |
| Margaret H. Candor | Vice President, Treasurer And Chief Compliance Officer | August-1994 |
| Nancy L. Harsch | Vice President And Secretary | August-1994 |
| John D. Meyer | Analyst, Portfolio Manager | February-2000 |
| Katherine K. Moenter | Owner | September-2007 |
MONARCH CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MONARCH CAPITAL Investment Strategy
MONARCH CAPITAL Portfolio Concentration
MONARCH CAPITAL Location
127 W BERRY STREET, SUITE 402
FORT WAYNE, Indiana
UNITED STATES, 46802
FORT WAYNE, Indiana
UNITED STATES, 46802
MONARCH CAPITAL Contact Information
Phone Number: 260-422-2765
Fax Number: 260-424-2952
Website: http://www.monarchcapitalmgmt.com
Fax Number: 260-424-2952
Website: http://www.monarchcapitalmgmt.com
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