OAKWOOD CAPITAL Overview

Oakwood Capital Management Llc is an investment advisor that manages 775.5 MM dollars in regulatory AUM and has 22 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 389MM in positions, representing 50% of the manager's regulatory AUM.

OAKWOOD CAPITAL StockAlpha

-1.8%
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

OAKWOOD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MAC 5.47% Financials -14.88% -1.52% 0 7%
MSFT 1.97% Tech 3.56% 0.12% 0 36%
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OAKWOOD CAPITAL Founders and Key Employees

Name Title In Position Since
Bruce A. Mandel Ceo/President March-1998
Nicanor M. Mamaril Evp/Cfo/Coo/Chief Compliance Officer March-1998
Tom W. Doxey Evp/Private Client Wealth Management March-1998
Thomas L. Roley Passive Investor December-2003

OAKWOOD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

OAKWOOD CAPITAL Investment Strategy

OAKWOOD CAPITAL Portfolio Concentration

OAKWOOD CAPITAL Location

12121 WILSHIRE BLVD., SUITE 1250
LOS ANGELES, California
UNITED STATES, 90025

OAKWOOD CAPITAL Contact Information

Phone Number: 310-772-2600
Fax Number: 310-772-2601
Website:

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