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 09/30/16. The fund's latest filing disclosed 264MM in positions, representing 81% of the manager's regulatory AUM.

MONARCH CAPITAL StockAlpha

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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

MONARCH CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MRK 4.34% Health -3.46% 0.06% 0 27%
WBA 3.47% Cons. Staples 5.92% 0.39% 0 16%
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FEATURED IN
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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

MONARCH CAPITAL Contact Information

Phone Number: 260-422-2765
Fax Number: 260-424-2952
Website:

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