Pring Turner Capital Group Inc is an investment advisor that manages 166 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 03/31/23. The fund's latest filing disclosed 101MM in positions, representing 61% 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

PRING TURNER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPDW 4.33% ETF 2.12% -0.1% 0 4%
SCHM 4.33% ETF 1.39% -0.16% 0 3%
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PRING TURNER CAPITAL Founders and Key Employees

Name Title In Position Since
Joe D. Turner President July-1985
Martin J. Pring Chairman July-1988
Thomas J. Kopas Chief Executive Officer July-2011
Stefanie J. Little Chief Compliance Officer February-2013

PRING TURNER CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

PRING TURNER CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss Economic expansions, contractions and recessions have always had a distinct impact on investments. PTCG has thoroughly researched more than one hundred fifty years of business cycle history. PTCG has
found financial markets are linked to the business cycle in a logical, rational. and sequential relationship.
PTCG carefully studied these relationships and has organized the business cycle into 'Six Stages of the
Business Cycle'. Martin Pring, Chairman of PTCG, created barometers or models that determine in which stage the business cycle is positioned. Martin Pring has published two books that explain the methodology in detail (All Season Investor and Investor's Guide to Active Asset Allocation). In 2012, Martin Pring, Joe Turner and Tom Kopas co-authored Investing in the Second Lost Decade with a more detailed description of their methods of analysis.

PTCG’s comprehensive research analysis is desi...
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PRING TURNER CAPITAL Portfolio Concentration


1600 S. MAIN STREET, #375
WALNUT CREEK, California
UNITED STATES, 94596-5397

PRING TURNER CAPITAL Contact Information

Phone Number: (925) 287-8527
Fax Number: (925) 287-8653



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