SMITH CHAS P & Overview

Smith Chas P & Associates Pa Cpas is an investment advisor that manages 916 MM dollars in regulatory AUM and has 10 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 146% of the manager's regulatory AUM.

SMITH CHAS P & StockAlpha

Top 25%
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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SMITH CHAS P & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6.03% Tech 6.16% -0.39% 0 39%
SHYG 5.2% ETF 0.11% -0.25% 1 3%
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SMITH CHAS P & Founders and Key Employees

Name Title In Position Since
Peter C. Golotko Vice President/Director/Chief Compliance Officer January-1998
James M. Luffman Vice President/Secretary/Director January-1996
Charles P. Smith President/Treasurer/Director November-1980

SMITH CHAS P & Brokers, Custodians, Auditors and Administrators

Type Company

SMITH CHAS P & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
CPS utilizes a number of different sources for its research and investment process, including financial publications and news, Value Line, Morningstar, annual reports, online research services, and financial newsletters, among many others. None of these services or products is obtained by the firm on a soft dollar basis.

Our investment philosophy at CPS is to stick to our value driven premise that buying securities when they are undervalued is associated with a high probability of achieving above-average returns in the future, and of course, buying securities when they are overvalued will result in a high probability of achieving lower than expected returns. Our philosophy is based around fundamental analysis and that companies trading in a range lower than its historical average will likely achieve a higher probability of above-average returns.

Our investment strategy is to identify companie...
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SMITH CHAS P & Portfolio Concentration

SMITH CHAS P & Location


SMITH CHAS P & Contact Information

Phone Number: 863- 688-1725
Fax Number: 863-688-0692



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