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 06/30/16. The fund's latest filing disclosed 92MM in positions, representing 40% of the manager's regulatory AUM.

STELLAR CAPITAL StockAlpha

-1.6%
Top 25%
2.75yr StockAlpha Register for more...

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

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
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 obŒective with the prevailing opportunities and risks presented in the investment markets. In our opinion, the resulting portfolios ...
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STELLAR CAPITAL Portfolio Concentration

STELLAR CAPITAL Location

2200 EAST CAMELBACK ROAD
SUITE 130
PHOENIX, Arizona
UNITED STATES, 85016

STELLAR CAPITAL Contact Information

Phone Number: 602-778-0307
Fax Number: 602-277-4572
Website:

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