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 09/30/16. The fund's latest filing disclosed 299MM in positions, representing 16% of the manager's regulatory AUM.

SOL CAPITAL StockAlpha

-5.5%
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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SOL CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
COH 7.88% Cons. Disc. 6.47% 0.06% 0 11%
IBOC 4.89% Financials 40.53% 0.63% 2 3%
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FEATURED IN
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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.



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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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SOL CAPITAL Portfolio Concentration

SOL CAPITAL Location

111 ROCKVILLE PIKE
SUITE 750
ROCKVILLE, Maryland
UNITED STATES, 20850

SOL CAPITAL Contact Information

Phone Number: 301-881-3727
Fax Number: 301-770-5346
Website:

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