R.M.SINCERBEAUX Overview
R.m.sincerbeaux Capital Management Llc is an investment advisor that manages 156.4 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 12/31/19. The fund's latest filing disclosed 129MM in positions, representing 83% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/19. The fund's latest filing disclosed 129MM in positions, representing 83% of the manager's regulatory AUM.
R.M.SINCERBEAUX StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
R.M.SINCERBEAUX Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| V | 12.9% | Tech | -7.43% | -0.16% | 0 | 30% | ||
| MSFT | 9.62% | Tech | 5% | 1.14% | 0 | 39% | ||
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FEATURED IN
R.M.SINCERBEAUX Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard M. Sincerbeaux | Managing Member And Chief Compliance Officer | April-2007 |
R.M.SINCERBEAUX Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
R.M.SINCERBEAUX Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis and Investment Strategies.
RMSCM uses fundamental research from multiple sources (including brokerage research, independent research, general business publications, SEC Filings, cable television business channels) to monitor the economy and to identify companies with attractive investment characteristics.
The Adviser employs the following investment strategies:
Buy and Hold. RMSCM engages in a buy and hold investment strategy wherein RMSCM invests in a company’s securities with the intention of holding them for a relatively long period of time, regardless of short-term factors such as fluctuations in the market or volatility of the stock price. Stock portfolios are assembled using a GARP (Growth at a Reasonable Price) approach. RMSCM attempts to take advantage of what are deemed to be temporarily depressed prices of quality growth companies when purcha...
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A. Methods of Analysis and Investment Strategies.
RMSCM uses fundamental research from multiple sources (including brokerage research, independent research, general business publications, SEC Filings, cable television business channels) to monitor the economy and to identify companies with attractive investment characteristics.
The Adviser employs the following investment strategies:
Buy and Hold. RMSCM engages in a buy and hold investment strategy wherein RMSCM invests in a company’s securities with the intention of holding them for a relatively long period of time, regardless of short-term factors such as fluctuations in the market or volatility of the stock price. Stock portfolios are assembled using a GARP (Growth at a Reasonable Price) approach. RMSCM attempts to take advantage of what are deemed to be temporarily depressed prices of quality growth companies when purcha...
Unlock Full Investment Process Description
R.M.SINCERBEAUX Portfolio Concentration
R.M.SINCERBEAUX Location
1120 6TH AVENUE, SUITE 4103
NEW YORK, New York
UNITED STATES, 10036-6700
NEW YORK, New York
UNITED STATES, 10036-6700
R.M.SINCERBEAUX Contact Information
Phone Number: 212-626-6544
Fax Number: 212-626-6543
Website: null
Fax Number: 212-626-6543
Website: null
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