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 06/30/16. The fund's latest filing disclosed 150MM in positions, representing 48% of the manager's regulatory AUM.

STERNECK CAPITAL StockAlpha

-0.8%
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

STERNECK 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
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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.

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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 ...
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STERNECK CAPITAL Portfolio Concentration

STERNECK CAPITAL Location

4510 BELLEVIEW AVENUE
SUITE 204
KANSAS CITY, Missouri
UNITED STATES, 64111

STERNECK CAPITAL Contact Information

Phone Number: 816-531-2254
Fax Number: 816-268-2239
Website:

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