STELLAR CAPITAL Overview
Stellar Capital Management Llc is an investment advisor that manages 231.5 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/30/20. The fund's latest filing disclosed 147MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/20. The fund's latest filing disclosed 147MM in positions, representing 64% of the manager's regulatory AUM.
STELLAR CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STELLAR CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
STELLAR CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stephen J. Taddei Aka Taddie | Managing Member/Co-Ttee Of Taddie Family Trust | July-2000 |
| Sheryl L. Rayner | Vice President/Chief Compliance Officer | March-2011 |
| John E. Reimer | Director Of Research | September-2009 |
| Kathleen A. Taddie | Co-Trustee Of Taddie Family Trust | December-2011 |
STELLAR CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
STELLAR CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We offer two basic Investment Strategies:
1. DISCRETIONARY PORTFOLIO MANAGEMENT
Once an appropriate investment strategy is determined, Stellar manages most of a client’s investment portfolio internally. The Firm focuses on identifying significant and long‐term changes in the domestic and international economies and markets. These changes may be a result of factors such as interest rates, inflation expectations, technology changes, social and political developments, or international events. This analysis guides the Firm towards market sectors or industries undergoing constructive changes that have not yet been reflected in security prices, and away from those with deteriorating prospects.
Portfolios are managed by integrating each client's specific investment obective with the prevailing opportunities and risks presented in the investment markets. In our opinion, the resulting portfolios ...
Get the Full Report
We offer two basic Investment Strategies:
1. DISCRETIONARY PORTFOLIO MANAGEMENT
Once an appropriate investment strategy is determined, Stellar manages most of a client’s investment portfolio internally. The Firm focuses on identifying significant and long‐term changes in the domestic and international economies and markets. These changes may be a result of factors such as interest rates, inflation expectations, technology changes, social and political developments, or international events. This analysis guides the Firm towards market sectors or industries undergoing constructive changes that have not yet been reflected in security prices, and away from those with deteriorating prospects.
Portfolios are managed by integrating each client's specific investment obective with the prevailing opportunities and risks presented in the investment markets. In our opinion, the resulting portfolios ...
Get the Full Report
STELLAR CAPITAL Portfolio Concentration
STELLAR CAPITAL Location
2200 EAST CAMELBACK ROAD
SUITE 130
PHOENIX, Arizona
UNITED STATES, 85016
SUITE 130
PHOENIX, Arizona
UNITED STATES, 85016
STELLAR CAPITAL Contact Information
Phone Number: 602-778-0307
Fax Number: 602-277-4572
Website: http://www.stellarmgt.com
Fax Number: 602-277-4572
Website: http://www.stellarmgt.com
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