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 03/31/21. The fund's latest filing disclosed 193MM in positions, representing 27% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 193MM in positions, representing 27% of the manager's regulatory AUM.
PARAGON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PARAGON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VIG | 31.15% | ETF | 8.92% | -0.51% | 0 | 0% | ||
| MSFT | 9.35% | Tech | 21.8% | 0.5% | 0 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
PARAGON CAPITAL Portfolio Concentration
PARAGON CAPITAL Location
999 18TH ST., STE 1220
DENVER, Colorado
UNITED STATES, 80202
DENVER, Colorado
UNITED STATES, 80202
PARAGON CAPITAL Contact Information
Phone Number: 303-293-3680
Fax Number: 303-293-3849
Website: http://www.pcm-net.com
Fax Number: 303-293-3849
Website: http://www.pcm-net.com
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