SOL CAPITAL Overview
Sol Capital Management Company is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 25 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/05 to 06/30/21. The fund's latest filing disclosed 505MM in positions, representing 26% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/05 to 06/30/21. The fund's latest filing disclosed 505MM in positions, representing 26% of the manager's regulatory AUM.
SOL CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SOL CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KBWB | 4.06% | ETF | 14.54% | 0.28% | 0 | 0% | ||
| VO | 3.82% | ETF | 6.72% | 0.01% | 0 | 0% | ||
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FEATURED IN
SOL CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Rajmiel N. Odinec | Chairman; Ceo; Chief Investment Officer | November-1989 |
| Samuel Sandler | President | September-2000 |
| Frances J. Odinec | Managing Director; Secretary | January-1987 |
| Guillermo Schultz | Managing Director | November-1989 |
| Sandra G. Horne | Vp, Chief Compliance Officer | December-2004 |
| Ernest D. Odinec | Managing Director | June-2010 |
| Cynthia W. La Rue | Chief Operating Officer | May-2011 |
SOL CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SOL CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss Cont.
(ConƟnued from page 9)
adhering to their stated objecƟves for investment performance, style, and market capitalizaƟon. We meet with and talk with many of our managers, parƟcipate in many manager calls, and review fund commentary and other relevant informaƟon.
Removing a Manager
We are long‐term investors who generally invest with a manager for many years. However, several factors might cause us to remove a manager from our approved list, such as poor performance, management changes, and style inconsistency.
In most instances, our decision to remove a manager is a gradual one. The members of the Investment CommiƩee typically discuss the issue over the course of several weekly meeƟngs. If a decision is made to remove a manager, we tend to sell the fund out of client porƞolios on a gradual basis. Furthermore, a SOL Capital investment analyst may choose to kee...
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(ConƟnued from page 9)
adhering to their stated objecƟves for investment performance, style, and market capitalizaƟon. We meet with and talk with many of our managers, parƟcipate in many manager calls, and review fund commentary and other relevant informaƟon.
Removing a Manager
We are long‐term investors who generally invest with a manager for many years. However, several factors might cause us to remove a manager from our approved list, such as poor performance, management changes, and style inconsistency.
In most instances, our decision to remove a manager is a gradual one. The members of the Investment CommiƩee typically discuss the issue over the course of several weekly meeƟngs. If a decision is made to remove a manager, we tend to sell the fund out of client porƞolios on a gradual basis. Furthermore, a SOL Capital investment analyst may choose to kee...
Unlock Full Investment Process Description
SOL CAPITAL Portfolio Concentration
SOL CAPITAL Location
111 ROCKVILLE PIKE
SUITE 750
ROCKVILLE, Maryland
UNITED STATES, 20850
SUITE 750
ROCKVILLE, Maryland
UNITED STATES, 20850
SOL CAPITAL Contact Information
Phone Number: 301-881-3727
Fax Number: 301-770-5346
Website: http://www.sol-capital.com
Fax Number: 301-770-5346
Website: http://www.sol-capital.com
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