ROTHSCHILD CAPITAL Overview
Rothschild Capital Partners Llc is an investment advisor that manages 276.5 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/18. The fund's latest filing disclosed 215MM in positions, representing 78% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/18. The fund's latest filing disclosed 215MM in positions, representing 78% of the manager's regulatory AUM.
ROTHSCHILD CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
ROTHSCHILD CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| XLV | 10.28% | ETF | -5.54% | 0.16% | 0 | 7% | ||
| XLP | 7.51% | ETF | 3.93% | 0.7% | 0 | 6% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
ROTHSCHILD CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David D. Rothschild | Chief Executive Officer, Chief Investment Officer | March-2013 |
| Jason B. Wood | Executive Vice President, Senior Portfolio Manager | March-2013 |
| Leonard D. Rodman | Portfolio Manager | March-2013 |
| Jodi A. Dehli | President, Chief Operating Officer | March-2013 |
| Arch C. Smith | Senior Portfolio Manager | March-2013 |
| Laura L. Shanholtz | Chief Compliance Officer | March-2013 |
| Beth A. Heming | Senior Research Analyst | March-2013 |
ROTHSCHILD CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
ROTHSCHILD CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
General Principles and Investment Philosophy
Rothschild Capital Partners’ approach for the Funds and the SMAs is to be a fundamental investor with a long-term approach that has been developed over multiple generations of investment experience. Members of our investment committee combine decades of Wall Street experience with significant experience in operational roles in private enterprise.
We are focused on the long term. The global economy is changing in ways that present both opportunity and risk. On behalf of our clients, we participate strategically in these changes in ways that seek to create and protect purchasing power. Although the markets can be focused on short- term trends and events, (often creating great volatility), we have the patience and the fortitude to invest with a long-term perspective.
We, on behalf of our clients, are fundamental investors. We invest our clien...
Unlock Full Investment Process Description
General Principles and Investment Philosophy
Rothschild Capital Partners’ approach for the Funds and the SMAs is to be a fundamental investor with a long-term approach that has been developed over multiple generations of investment experience. Members of our investment committee combine decades of Wall Street experience with significant experience in operational roles in private enterprise.
We are focused on the long term. The global economy is changing in ways that present both opportunity and risk. On behalf of our clients, we participate strategically in these changes in ways that seek to create and protect purchasing power. Although the markets can be focused on short- term trends and events, (often creating great volatility), we have the patience and the fortitude to invest with a long-term perspective.
We, on behalf of our clients, are fundamental investors. We invest our clien...
Unlock Full Investment Process Description
ROTHSCHILD CAPITAL Portfolio Concentration
ROTHSCHILD CAPITAL Location
100 EAST PRATT STREET
SUITE 2550
BALTIMORE, Maryland
UNITED STATES, 21202
SUITE 2550
BALTIMORE, Maryland
UNITED STATES, 21202
ROTHSCHILD CAPITAL Contact Information
Phone Number: 410-339-6990
Fax Number: 410-339-6993
Website: http://www.rothcap.com
Fax Number: 410-339-6993
Website: http://www.rothcap.com
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