PALO CAPITAL INC. Overview

Palo Capital Inc. is an investment advisor that manages 189.2 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 144MM in positions, representing 76% of the manager's regulatory AUM.

PALO CAPITAL INC. StockAlpha

-1.7%
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

PALO CAPITAL INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VZ 3.48% Telecom -3.08% -0.15% 0 28%
AAPL 2.88% Tech -2.29% 0.01% 0 42%
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FEATURED IN
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PALO CAPITAL INC. Founders and Key Employees

Name Title In Position Since
Kevin F. O'Grady President August-2005
Derek A. Webster Shareholder August-2005
Michael J. Cannivet Shareholder January-2014
Michelle M. Brown Chief Compliance Officer March-2014

PALO CAPITAL INC. Brokers, Custodians, Auditors and Administrators

Type Company

PALO CAPITAL INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Analysis methods. PCI’s investment approach is based primarily on analysis of financial and other fundamental data. PCI employs a proprietary valuation framework called “Quality At a Discount.” This approach combines various valuation, quality, and risk metrics designed to address the questions of “how good is a company’s business?” and “how cheap is the stock?” We systematically rank securities in our coverage universe in relative value attractiveness as a quan- titative overlay to our fundamental investment process.

Because financial data is inevitably historical in nature, PCI also employs approaches in addition to fundamental analysis in order to develop inferences about future security prices. These ap- proaches include but are not limited to:

• Technical analysis of price and volume trading patterns

• Identification of trends which may impact certain companies o...
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PALO CAPITAL INC. Portfolio Concentration

PALO CAPITAL INC. Location

888 SAN CLEMENTE DRIVE
SUITE 150
NEWPORT BEACH, California
UNITED STATES, 92660

PALO CAPITAL INC. Contact Information

Phone Number: 949-715-2126
Fax Number: 877-722-2383
Website:

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