STERNECK CAPITAL Overview
Sterneck Capital Management Llc is an investment advisor that manages 309.8 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 09/30/21. The fund's latest filing disclosed 157MM in positions, representing 51% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 09/30/21. The fund's latest filing disclosed 157MM in positions, representing 51% of the manager's regulatory AUM.
STERNECK CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STERNECK CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 9.9% | Tech | 6.16% | -0.64% | 0 | 39% | ||
| RSP | 8.98% | ETF | 7.9% | -0.13% | 0 | 4% | ||
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FEATURED IN
STERNECK CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Frank M. Sterneck | Managing Member | December-1999 |
| Frank M. Sterneck | Chief Investment Officer | October-2004 |
| Regan P. Ervin | Chief Compliance Officer | June-2010 |
| Regan P. Ervin | Chief Operating Officer | April-2012 |
STERNECK CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
STERNECK CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods, Strategies and Risk
Sterneck Capital has defined a security selection process managed by the SCM Investment Committee. The output of the selection process is specific buy/sell/hold decision. The inputs for the process are the varying sources of information and tools used by the Investment Committee in making their buy/sell/hold decisions. These sources of information are equity screens, industry
journals/periodicals, SCM independent research, sales brokers, watch lists, and technical analysis.
10 | P a g e
SCM applies a value-focus when evaluating the merits of individual securities and ideas. The committee typically focuses on identifying securities and sectors believed to be temporarily mispriced. Often, this leads the committee to out-of-favor asset class and industry sectors.
Likewise, in euphoric phase of a market cycle, SCM maintains a focus on realistic ...
Unlock Full Investment Process Description
A. Methods, Strategies and Risk
Sterneck Capital has defined a security selection process managed by the SCM Investment Committee. The output of the selection process is specific buy/sell/hold decision. The inputs for the process are the varying sources of information and tools used by the Investment Committee in making their buy/sell/hold decisions. These sources of information are equity screens, industry
journals/periodicals, SCM independent research, sales brokers, watch lists, and technical analysis.
10 | P a g e
SCM applies a value-focus when evaluating the merits of individual securities and ideas. The committee typically focuses on identifying securities and sectors believed to be temporarily mispriced. Often, this leads the committee to out-of-favor asset class and industry sectors.
Likewise, in euphoric phase of a market cycle, SCM maintains a focus on realistic ...
Unlock Full Investment Process Description
STERNECK CAPITAL Portfolio Concentration
STERNECK CAPITAL Location
4510 BELLEVIEW AVENUE
SUITE 204
KANSAS CITY, Missouri
UNITED STATES, 64111
SUITE 204
KANSAS CITY, Missouri
UNITED STATES, 64111
STERNECK CAPITAL Contact Information
Phone Number: 816-531-2254
Fax Number: 816-268-2239
Website: http://www.sterneckcapital.com
Fax Number: 816-268-2239
Website: http://www.sterneckcapital.com
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