QUANTUM CAPITAL Overview

Quantum Capital Management is a hedge fund that manages 524.9 MM dollars in regulatory AUM and has 13 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/04 to 09/30/16. The fund's latest filing disclosed 357MM in positions, representing 68% of the manager's regulatory AUM.

QUANTUM CAPITAL StockAlpha

-1.3%
Top 25%
3yr StockAlpha Register for more...

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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

QUANTUM CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NXPI 2.72% Tech -3.96% -0.03% 0 13%
CIT 2.61% Financials 14.35% -0.1% 0 8%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

QUANTUM CAPITAL Founders and Key Employees

Name Title In Position Since
Howard B. Aschwald Chief Investment Officer August-1996
Timothy D. Chatard Portfolio Manager March-2013
Daniel C. Young Chief Compliance Officer August-2014
John D. Clifford Chief Operations Officer August-2014
Peter C. Sinatra Chief Executive Officer January-2010
Michael R. Vogel Managing Director September-2009

QUANTUM CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

QUANTUM CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investment Strategies

The Firm’s investment philosophy is based on time-tested fundamental analysis that is devoid of emotional decision-making. Quantum Capital Management believes that many conventional managers fail because they tend to overlook fact-based fundamentals in favor of attractive, colorful stories. Still others fail because they simply don't invest in a deep understanding of how the capital markets work, instead relying upon trying to out-guess what the general investing public might do based on price movement methods or technical analysis.

The Firm’s investment process begins and ends with in-depth research. The underpinnings behind the Firm’s investment process come from a thorough economic understanding of capital investment; that is, not money itself, but the productive capital investments and activities of businesses, as well as their associated risks acros...
Get the Full Report

QUANTUM CAPITAL Portfolio Concentration

QUANTUM CAPITAL Location

311 CALIFORNIA STREET
SUITE 510
SAN FRANCISCO, California
UNITED STATES, 94104

QUANTUM CAPITAL Contact Information

Phone Number: (415) 738-0288
Fax Number: (415) 738-0280
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B