SCHOLTZ & COMPANY LLC Overview
Scholtz & Company Llc is an investment advisor that manages 128.3 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 06/30/19. The fund's latest filing disclosed 154MM in positions, representing 120% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 06/30/19. The fund's latest filing disclosed 154MM in positions, representing 120% of the manager's regulatory AUM.
SCHOLTZ & COMPANY LLC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
SCHOLTZ & COMPANY LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 7.34% | Tech | 3.19% | -0.01% | 0 | 40% | ||
| MA | 5.92% | Tech | 3.85% | 0.04% | 0 | 27% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
SCHOLTZ & COMPANY LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter D. Scholtz | President | February-1994 |
| Peter D. Scholtz | Chief Compliance Officer | January-2005 |
| Roy R. Gonzalez | Partner | March-1994 |
| Patricia Gildea | Partner | March-1994 |
| Carl H. Scholtz | Partner | January-2011 |
| Andrew Scholtz | Partner | March-1994 |
SCHOLTZ & COMPANY LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SCHOLTZ & COMPANY LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS AND INVESTMENT STRATEGIES
At Scholtz & Company, L.L.C. our investment philosophy is to match proven, conservative security selection principles with a risk level appropriate to each client’s needs. Preservation of capital is a cornerstone of our philosophy. We strive to purchase assets with favorable risk profiles over both short and long term horizons.
STOCK SELECTION
Stock selection is a multi-step process that involves both qualitative (fundamental & technical analysis) and quantitative (statistical models) research. Overall, we seek stocks that meet some combination of the following three conditions: below-market risk, above market current dividend yields and expected growth in earnings per share exceeding that of the market.
Fundamental Research
Scholtz & Company performs in-depth fundamental analysis to determine whether a stock would make a profitable contribu...
Unlock Full Investment Process Description
METHODS OF ANALYSIS AND INVESTMENT STRATEGIES
At Scholtz & Company, L.L.C. our investment philosophy is to match proven, conservative security selection principles with a risk level appropriate to each client’s needs. Preservation of capital is a cornerstone of our philosophy. We strive to purchase assets with favorable risk profiles over both short and long term horizons.
STOCK SELECTION
Stock selection is a multi-step process that involves both qualitative (fundamental & technical analysis) and quantitative (statistical models) research. Overall, we seek stocks that meet some combination of the following three conditions: below-market risk, above market current dividend yields and expected growth in earnings per share exceeding that of the market.
Fundamental Research
Scholtz & Company performs in-depth fundamental analysis to determine whether a stock would make a profitable contribu...
Unlock Full Investment Process Description
SCHOLTZ & COMPANY LLC Portfolio Concentration
SCHOLTZ & COMPANY LLC Location
32 HAVILAND STREET
SUITE 3
NORWALK, Connecticut
UNITED STATES, 06854
SUITE 3
NORWALK, Connecticut
UNITED STATES, 06854
SCHOLTZ & COMPANY LLC Contact Information
Phone Number: 203-714-9900
Fax Number: 203-286-7985
Website: null
Fax Number: 203-286-7985
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here