SUNCOAST EQUITY Overview
Suncoast Equity Management is an investment advisor that manages 258.8 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 09/30/21. The fund's latest filing disclosed 512MM in positions, representing 198% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 09/30/21. The fund's latest filing disclosed 512MM in positions, representing 198% of the manager's regulatory AUM.
SUNCOAST EQUITY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SUNCOAST EQUITY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 10.05% | Tech | 8.83% | -0.83% | 0 | 55% | ||
| ACN | 8.79% | Tech | 11.16% | -0.32% | 0 | 22% | ||
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FEATURED IN
SUNCOAST EQUITY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Donald R. Jowdy | President | September-1997 |
| Elliott T. Sharp | Cco | March-2014 |
SUNCOAST EQUITY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SUNCOAST EQUITY Investment Strategy
Item 8: Methods of Analysis, Investment Strategies, and Risk of
Investment Loss
A. Methods of Analysis and Investment Strategies
Methods of Analysis
SEM’s primary method of analysis includes fundamental analysis.
Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.
Investment Strategies
SEM uses long term trading and short term trading strategies.
Investing in securities involves a risk of loss that you, as a client, should be prepared to bear.
B. Material Risks Involved
Methods of Analysis
Fundamental analysis concentrates on factors that determine a company’s value and expected future earnings. This strategy would normally encourage equity purchases in stocks that are undervalued or priced below their perceived value. The risk assumed is that the market will fa...
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Investment Loss
A. Methods of Analysis and Investment Strategies
Methods of Analysis
SEM’s primary method of analysis includes fundamental analysis.
Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.
Investment Strategies
SEM uses long term trading and short term trading strategies.
Investing in securities involves a risk of loss that you, as a client, should be prepared to bear.
B. Material Risks Involved
Methods of Analysis
Fundamental analysis concentrates on factors that determine a company’s value and expected future earnings. This strategy would normally encourage equity purchases in stocks that are undervalued or priced below their perceived value. The risk assumed is that the market will fa...
Unlock Full Investment Process Description
SUNCOAST EQUITY Portfolio Concentration
SUNCOAST EQUITY Location
5550 W EXECUTIVE DR
SUITE 320
TAMPA, Florida
UNITED STATES, 33609
SUITE 320
TAMPA, Florida
UNITED STATES, 33609
SUNCOAST EQUITY Contact Information
Phone Number: (813) 963-0502
Fax Number: (813) 830-6062
Website: http://www.suncoastequity.com
Fax Number: (813) 830-6062
Website: http://www.suncoastequity.com
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