SCHNIEDERS CAPITAL Overview

Schnieders Capital Management Llc is an investment advisor that manages 507.6 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 06/30/16. The fund's latest filing disclosed 179MM in positions, representing 35% of the manager's regulatory AUM.

SCHNIEDERS CAPITAL StockAlpha

-0.6%
Top 25%
2.75yr StockAlpha Register for more...

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

SCHNIEDERS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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SCHNIEDERS CAPITAL Founders and Key Employees

Name Title In Position Since
James F. Schnieders Principal May-2002
William H. Schnieders Principal July-2002
John C. Schnieders Principal July-2006
Sue Speed Chief Compliance Officer February-2014

SCHNIEDERS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

SCHNIEDERS CAPITAL Investment Strategy

Item 8. Methods of Analysis, Investment Strategies & Risk of Loss

Methods of Analysis

As part of our methods of analysis, we use the following

Fundamental analysis. Fundamental analysis involves the selection, evaluation, and interpretation of financial data and other pertinent information to assist in evaluating the operating performance and financial condition of a company or an industry. The operating performance of a company is a measure of how well a company has used its resources – its assets, both tangible and intangible – to produce a return on its investment. The financial condition of a company is a measure of its ability to satisfy its obligations, such as the payment of interest in a timely manner.

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors...
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SCHNIEDERS CAPITAL Portfolio Concentration

SCHNIEDERS CAPITAL Location

201 SOUTH LAKE AVENUE
SUITE 303
PASADENA, California
UNITED STATES, 91101

SCHNIEDERS CAPITAL Contact Information

Phone Number: 626.584.6168
Fax Number: 626.584.6167
Website:

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