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 03/31/19. The fund's latest filing disclosed 234MM in positions, representing 46% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/19. The fund's latest filing disclosed 234MM in positions, representing 46% of the manager's regulatory AUM.
SCHNIEDERS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SCHNIEDERS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JNJ | 3.46% | Health | -4.01% | -0.16% | 0 | 31% | ||
| CVX | 3.41% | Energy | 0.84% | 0.18% | 0 | 25% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
SCHNIEDERS CAPITAL Portfolio Concentration
SCHNIEDERS CAPITAL Location
201 SOUTH LAKE AVENUE
SUITE 303
PASADENA, California
UNITED STATES, 91101
SUITE 303
PASADENA, California
UNITED STATES, 91101
SCHNIEDERS CAPITAL Contact Information
Phone Number: 626.584.6168
Fax Number: 626.584.6167
Website: http://www.schniederscapital.com
Fax Number: 626.584.6167
Website: http://www.schniederscapital.com
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