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 09/30/16. The fund's latest filing disclosed 332MM in positions, representing 128% of the manager's regulatory AUM.

SUNCOAST EQUITY StockAlpha

-5.5%
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

SUNCOAST EQUITY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ACN 8.6% Tech 1.98% 0.02% 0 17%
V 8.17% Tech -4.1% -0.48% 0 26%
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FEATURED IN
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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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SUNCOAST EQUITY Portfolio Concentration

SUNCOAST EQUITY Location

5550 W EXECUTIVE DR
SUITE 320
TAMPA, Florida
UNITED STATES, 33609

SUNCOAST EQUITY Contact Information

Phone Number: (813) 963-0502
Fax Number: (813) 830-6062
Website:

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Disclaimer

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