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 09/30/16. The fund's latest filing disclosed 97MM in positions, representing 75% of the manager's regulatory AUM.

SCHOLTZ & COMPANY LLC StockAlpha

-3.1%
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

SCHOLTZ & COMPANY LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PE 5.14% Energy 8.39% -0.14% 0 6%
FANG 4.55% Energy 9.84% 0% 0 7%
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FEATURED IN
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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...
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SCHOLTZ & COMPANY LLC Portfolio Concentration

SCHOLTZ & COMPANY LLC Location

32 HAVILAND STREET
SUITE 3
NORWALK, Connecticut
UNITED STATES, 06854

SCHOLTZ & COMPANY LLC Contact Information

Phone Number: 203-714-9900
Fax Number: 203-286-7985
Website:

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