SEIZERT CAPITAL Overview
Seizert Capital Partners Llc is an investment advisor that manages 5 BN dollars in regulatory AUM and has 18 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 36% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 36% of the manager's regulatory AUM.
SEIZERT CAPITAL StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SEIZERT CAPITAL Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
ALSN | 3.4% | Industrials | 7.88% | 0.36% | 2 | 3% | ||
WBD | 3.11% | Cons. Disc. | -24.24% | -0.8% | 0 | 17% | ||
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SEIZERT CAPITAL Founders and Key Employees
Name | Title | In Position Since |
---|
Gerald L. Seizert | Member, Director And Managing Partner | September-2000 |
Edward O. Eberle | Member, Director And Portfolio Manager | January-2002 |
Gregory A. Kozlowski | Chief Operating Officer | January-2004 |
David J. Collon | Member And Portfolio Manager | January-2009 |
Cheryl A. Kotlarz | Chief Compliance Officer | April-2011 |
Thomas P. Kenny | Member And Portfolio Manager | September-2012 |
Paul R. Greenwood | Director | November-2014 |
Timothy J. Carver | Director | November-2014 |
SEIZERT CAPITAL Brokers, Custodians, Auditors and Administrators
Type | Company |
---|
Administrator | Pro |
Auditor | Pro |
Custodian | Pro |
Prime Broker | Pro |
SEIZERT CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
We utilize an Investment Team approach to oversee our investment decisions. The Investment Team uses a number of data points to evaluate and make purchase, sale, ranking and related decisions. We offer our clients the opportunity to invest in one or more of our strategies as indicated below. Of course, the strategies may be customized to meet your specific needs, goals, or objectives. This could include a combination of our strategies.
Security Research: Our research approach is a blend of a quantitative discipline and fun- damental1 analysis. Our quantitative2 approach has been in place and refined over 25 years. Our approach utilizes a multi-factor models that rank our universe of securities (all over $200 million in market capitalization currently between 2500-2700 securities) on four dimensions:
• Valuation
• Market reaction
• Quality of earnings, ...
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Methods of Analysis
We utilize an Investment Team approach to oversee our investment decisions. The Investment Team uses a number of data points to evaluate and make purchase, sale, ranking and related decisions. We offer our clients the opportunity to invest in one or more of our strategies as indicated below. Of course, the strategies may be customized to meet your specific needs, goals, or objectives. This could include a combination of our strategies.
Security Research: Our research approach is a blend of a quantitative discipline and fun- damental1 analysis. Our quantitative2 approach has been in place and refined over 25 years. Our approach utilizes a multi-factor models that rank our universe of securities (all over $200 million in market capitalization currently between 2500-2700 securities) on four dimensions:
• Valuation
• Market reaction
• Quality of earnings, ...
Unlock Full Investment Process Description
SEIZERT CAPITAL Portfolio Concentration
SEIZERT CAPITAL Location
185 OAKLAND
SUITE 100
BIRMINGHAM, Michigan
UNITED STATES, 48009-3433
SUITE 100
BIRMINGHAM, Michigan
UNITED STATES, 48009-3433
SEIZERT CAPITAL Contact Information
Phone Number: 248-593-1500
Fax Number: 248-203-1225
Website: http://www.seizertcapital.com
Fax Number: 248-203-1225
Website: http://www.seizertcapital.com
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