PEDDOCK CAPITAL Overview
Peddock Capital Advisors Llc is an investment advisor that manages 184.9 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 281MM in positions, representing 152% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 281MM in positions, representing 152% of the manager's regulatory AUM.
PEDDOCK CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PEDDOCK CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| XOM | 13.76% | Energy | 9.96% | 0.08% | 0 | 26% | ||
| AAPL | 5.92% | Tech | 6.16% | -0.38% | 0 | 39% | ||
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FEATURED IN
PEDDOCK CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter E. Simmons | Managing Member/Chief Compliance Officer | August-2008 |
PEDDOCK CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PEDDOCK CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
PCA relies primarily on a combination of inherently fundamental and technical methods of analysis. The
resulting metrics serve as the foundation for substantially all of the firm’s investment decisions.
Fundamental analysis involves an examination of the fundamental financial condition and competitive standing of a company. PCA analyzes the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position amongst its competitors in order to determine the recommendations made to clients. The primary risk in using fundamental analysis is that while the overall health and position of a company may be good, market conditions may negatively impact the security.
Technical analysis involves the examination of past market data rather than specific issuer or company data in determining the recom...
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Methods of Analysis
PCA relies primarily on a combination of inherently fundamental and technical methods of analysis. The
resulting metrics serve as the foundation for substantially all of the firm’s investment decisions.
Fundamental analysis involves an examination of the fundamental financial condition and competitive standing of a company. PCA analyzes the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position amongst its competitors in order to determine the recommendations made to clients. The primary risk in using fundamental analysis is that while the overall health and position of a company may be good, market conditions may negatively impact the security.
Technical analysis involves the examination of past market data rather than specific issuer or company data in determining the recom...
Unlock Full Investment Process Description
PEDDOCK CAPITAL Portfolio Concentration
PEDDOCK CAPITAL Location
50 BRAINTREE HILL OFFICE PARK
SUITE 207
BRAINTREE, Massachusetts
UNITED STATES, 02184
SUITE 207
BRAINTREE, Massachusetts
UNITED STATES, 02184
PEDDOCK CAPITAL Contact Information
Phone Number: (781) 848-0288
Fax Number: (781) 848-0509
Website: http://peddockadvisors.com
Fax Number: (781) 848-0509
Website: http://peddockadvisors.com
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