PIERMONT CAPITAL Overview
Piermont Capital Management Llc is an investment advisor that manages 280.3 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/31/18. The fund's latest filing disclosed 327MM in positions, representing 117% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/31/18. The fund's latest filing disclosed 327MM in positions, representing 117% of the manager's regulatory AUM.
PIERMONT CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PIERMONT CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AEL | 1.26% | Financials | -3.73% | -0.05% | 0 | 4% | ||
| HAE | 1.24% | Health | 18.19% | 0.13% | 0 | 6% | ||
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FEATURED IN
PIERMONT CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John G. Russon | President | October-2006 |
| Lucy M. Rimsky | Chief Compliance Officer | January-2015 |
PIERMONT CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
PIERMONT CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value. The risk of fundamental analysis is that information obtained may
be incorrect and the analysis may not provide an accurate estimate of earnings, which may be
the basis for a stock's value. If securities prices adjust rapidly to new information, utilizing fundamental analysis may not result in favorable performance.
• Long Term Purchases - securities purchased with ...
Unlock Full Investment Process Description
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value. The risk of fundamental analysis is that information obtained may
be incorrect and the analysis may not provide an accurate estimate of earnings, which may be
the basis for a stock's value. If securities prices adjust rapidly to new information, utilizing fundamental analysis may not result in favorable performance.
• Long Term Purchases - securities purchased with ...
Unlock Full Investment Process Description
PIERMONT CAPITAL Portfolio Concentration
PIERMONT CAPITAL Location
530 MARYVILLE CENTRE DRIVE
SUITE 230
ST. LOUIS, Missouri
UNITED STATES, 63141
SUITE 230
ST. LOUIS, Missouri
UNITED STATES, 63141
PIERMONT CAPITAL Contact Information
Phone Number: 314-965-6847
Fax Number: 314-965-0039
Website: http://www.piermontcapital.com
Fax Number: 314-965-0039
Website: http://www.piermontcapital.com
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Disclaimer
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