STILLWATER CAPITAL Overview
Stillwater Capital Advisors Llc is an investment advisor that manages 676.7 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 09/30/21. The fund's latest filing disclosed 607MM in positions, representing 90% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 09/30/21. The fund's latest filing disclosed 607MM in positions, representing 90% of the manager's regulatory AUM.
STILLWATER CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STILLWATER CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.7% | Tech | 6.16% | -0.5% | 0 | 39% | ||
| MSFT | 6.63% | Tech | 19.44% | 0.48% | 0 | 45% | ||
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FEATURED IN
STILLWATER CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Douglas A. Swope | Managing Member/Chief Compliance Officer | June-2009 |
| John H. Swope | Member | June-2009 |
STILLWATER CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STILLWATER CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Cyclical Analysis. In this type of technical analysis, we measure the movements of a particular equity against the over...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Cyclical Analysis. In this type of technical analysis, we measure the movements of a particular equity against the over...
Unlock Full Investment Process Description
STILLWATER CAPITAL Portfolio Concentration
STILLWATER CAPITAL Location
200 W. LANCASTER AVE., SUITE 207
WAYNE, Pennsylvania
UNITED STATES, 19087
WAYNE, Pennsylvania
UNITED STATES, 19087
STILLWATER CAPITAL Contact Information
Phone Number: 610-848-6760
Fax Number: DECEMBER
Website: http://www.stillwateradv.com
Fax Number: DECEMBER
Website: http://www.stillwateradv.com
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