Peg Capital Management Inc is an investment advisor that manages 289.2 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 03/31/15. The fund's latest filing disclosed 207MM in positions, representing 72% of the manager's regulatory AUM.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PEG CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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PEG CAPITAL Founders and Key Employees

Name Title In Position Since
Lemont Richardson Chairman, Cco December-2014
David F. West Vice President September-1992

PEG CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

PEG CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

PEG Capital Management’s primary investment objectives are to preserve capital and to satisfy the minimum annual income requirement of each client, using a value and income oriented investment selection process based largely upon traditional fundamental analysis. Our style of investing, as with any other, is subject to various uncertainties and involves the risk of financial loss by the client.

These traditional methods of financial analysis give due consideration to the following factors: P/E ratios, dividend yields, fixed charges coverage ratios, debt ratios, company financial statements, competitive conditions in a company's
industry, bond market and money market trends, government policies and regulations, and other company specific and
general economic factors.

The information sources principally relied upon include, but are not limited to, company press releases, quarterly and annual ...
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PEG CAPITAL Portfolio Concentration


PEG CAPITAL Contact Information

Phone Number: 603-523-4303
Fax Number: 603-523-9122



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