PARAGON CAPITAL Overview

Paragon Capital Management Ltd is an investment advisor that manages 711.1 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 185MM in positions, representing 26% of the manager's regulatory AUM.

PARAGON CAPITAL StockAlpha

-0.2%
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

PARAGON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VIG 24.06% ETF 2.75% -0.19% 1 6%
SPHQ 17.65% ETF 4.09% 0.12% 7 0%
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FEATURED IN
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PARAGON CAPITAL Founders and Key Employees

Name Title In Position Since
Henry B. Lester Managing Director January-1990
Alexander N. Feick Managing Director January-1990
Henry B. Lester Chief Compliance Officer January-2005

PARAGON CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro

PARAGON CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We use numerous data sources, research tools, and analytical approaches to evaluate investments and strategies.

Asset Allocation

We help our clients invest their portfolios across different asset classes and investments. A client’s objectives and constraints combined with our expectations for returns and risk are the inputs for this decision process. We build our own models of client’s future finances as described under “Process” on page 6 and simulate different investment scenarios in order to help develop a client’s allocation strategy. We also use the methods and strategies described below to develop our return and risk expectations as well as to develop specific investment strategies. Finally, we integrate the impact of taxes and other costs and the correlation of investment risk and returns into the allocation decision.

Long-term Focus

We analyze long-term returns, ri...
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PARAGON CAPITAL Portfolio Concentration

PARAGON CAPITAL Location

999 18TH ST., STE 1220
DENVER, Colorado
UNITED STATES, 80202

PARAGON CAPITAL Contact Information

Phone Number: 303-293-3680
Fax Number: 303-293-3849
Website:

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