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 06/30/21. The fund's latest filing disclosed 292MM in positions, representing 228% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 06/30/21. The fund's latest filing disclosed 292MM in positions, representing 228% of the manager's regulatory AUM.
SCHOLTZ & COMPANY LLC StockAlpha
| Top 25% |
3yr StockAlpha
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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 | 9.47% | Tech | 10.91% | 0.53% | 0 | 0% | ||
| AMZN | 6.91% | Cons. Disc. | 0.65% | -0.14% | 0 | 0% | ||
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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
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