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 03/31/17. The fund's latest filing disclosed 273MM in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 273MM in positions, representing 84% of the manager's regulatory AUM.
MONARCH CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
MONARCH CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MRK | 4.24% | Health | 4.89% | -0.14% | 0 | 36% | ||
| WBA | 3.49% | Cons. Staples | -7.67% | -0.36% | 0 | 20% | ||
|
Unlock Positions and Returns Details |
||||||||
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
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