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 06/30/17. The fund's latest filing disclosed 179MM in positions, representing 51% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 179MM in positions, representing 51% of the manager's regulatory AUM.
SALEM CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SALEM CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.09% | Tech | 8.53% | 0.02% | 0 | 33% | ||
| JNJ | 4.91% | Health | -0.05% | -0.12% | 0 | 29% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
SALEM CAPITAL Portfolio Concentration
SALEM CAPITAL Location
400 UNICORN PARK DRIVE
WOBURN, Massachusetts
UNITED STATES, 01801
WOBURN, Massachusetts
UNITED STATES, 01801
SALEM CAPITAL Contact Information
Phone Number: 781-932-9005
Fax Number: 781-938-6056
Website: http://www.salemcapitalmanagement.com
Fax Number: 781-938-6056
Website: http://www.salemcapitalmanagement.com
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