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 09/30/16. The fund's latest filing disclosed 219MM in positions, representing 79% of the manager's regulatory AUM.

ROTHSCHILD CAPITAL StockAlpha

-5.2%
Top 25%
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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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ROTHSCHILD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FB 7.99% Tech -8.54% -0.59% 0 37%
GOOGL 5.34% Tech -3.47% -0.13% 0 34%
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FEATURED IN
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Wall Street Journal Logo
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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...
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ROTHSCHILD CAPITAL Portfolio Concentration

ROTHSCHILD CAPITAL Location

100 EAST PRATT STREET
SUITE 2550
BALTIMORE, Maryland
UNITED STATES, 21202

ROTHSCHILD CAPITAL Contact Information

Phone Number: 410-339-6990
Fax Number: 410-339-6993
Website:

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