PRICE CAPITAL Overview
Price Capital Management Inc. is an investment advisor that manages 526.6 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/19. The fund's latest filing disclosed 358MM in positions, representing 68% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/19. The fund's latest filing disclosed 358MM in positions, representing 68% of the manager's regulatory AUM.
PRICE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PRICE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PFF | 18.5% | ETF | 0.67% | -0.03% | 0 | 6% | ||
| XLU | 17.72% | ETF | -0.36% | -0.23% | 0 | 5% | ||
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FEATURED IN
PRICE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael L. Price | President | April-1997 |
| Ward L. Harris | Chief Compliance Officer | February-2012 |
PRICE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
PRICE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We use chart analysis to meet the objectives of the investment strategy with the goal of achieving above market average returns with below market average drawdown and risk. We use business cycle analysis in an attempt to avoid the steep losses associated with bear markets and to recognize particularly favorable market environments, allowing us to invest more aggressively during such periods.
The Price Funds may utilize margin to manage the market exposure of each of the respective Funds. Margin transactions involve borrowing money to make additional investments using the securities held in each Fund as collateral. Margin transactions involve significantly more risk than cash transactions in that you can lose more money than you invested. Brokerage firms require a minimum amount of capital in order to maintain margin balances. If the Price Funds do not maintain the minimum, the br...
Unlock Full Investment Process Description
We use chart analysis to meet the objectives of the investment strategy with the goal of achieving above market average returns with below market average drawdown and risk. We use business cycle analysis in an attempt to avoid the steep losses associated with bear markets and to recognize particularly favorable market environments, allowing us to invest more aggressively during such periods.
The Price Funds may utilize margin to manage the market exposure of each of the respective Funds. Margin transactions involve borrowing money to make additional investments using the securities held in each Fund as collateral. Margin transactions involve significantly more risk than cash transactions in that you can lose more money than you invested. Brokerage firms require a minimum amount of capital in order to maintain margin balances. If the Price Funds do not maintain the minimum, the br...
Unlock Full Investment Process Description
PRICE CAPITAL Portfolio Concentration
PRICE CAPITAL Location
PRICE CAPITAL Contact Information
Phone Number: 850-934-6300
Fax Number: 850-934-6830
Website: null
Fax Number: 850-934-6830
Website: null
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