SALEM CAPITAL Overview

Salem Capital Management Inc is an investment advisor that manages 350.9 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 182MM in positions, representing 52% of the manager's regulatory AUM.

SALEM CAPITAL StockAlpha

-1.7%
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

SALEM CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 4.6% Health -5.3% -0.04% 0 34%
WY 4.51% Financials 4.14% -0.67% 0 11%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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SALEM CAPITAL Founders and Key Employees

Name Title In Position Since
Hal Rubin Chairman August-1990
Kimberly A. Ratcliffe Chief Compliance Officer & Vice President October-2004

SALEM CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

SALEM CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
The primary security analysis method at Salem Capital Management is fundamental analysis. To a lesser degree the firm also utilizes cyclical analysis. The main sources of
information include financial newspapers and magazines, Bloomberg Professional® service, annual reports, prospectuses and filings with the SEC, corporate rating services, research materials prepared by brokerage firms and research materials prepared by independent research organizations. Employees of Salem Capital Management also participate in
conference calls and attend off-site visits with corporate leaders and industry conferences.

Investment Strategies
The primary investment strategy we use for client accounts is asset allocation and security selection.

Asset allocation consists of determining the appropriate allocation of client funds to stocks, bonds and/or cash. This allocation is ba...
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SALEM CAPITAL Portfolio Concentration

SALEM CAPITAL Location

400 UNICORN PARK DRIVE
WOBURN, Massachusetts
UNITED STATES, 01801

SALEM CAPITAL Contact Information

Phone Number: 781-932-9005
Fax Number: 781-938-6056
Website:

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