SWIFT RUN CAPITAL Overview

Swift Run Capital Management Llc is an investment advisor that manages 279.1 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 160MM in positions, representing 57% of the manager's regulatory AUM.

SWIFT RUN CAPITAL StockAlpha

-7.3%
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

SWIFT RUN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LVNTA 7.8% Cons. Disc. -5.92% -0.6% 0 9%
KRNY 6.14% Financials 12.2% 0.07% 1 3%
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FEATURED IN
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SWIFT RUN CAPITAL Founders and Key Employees

Name Title In Position Since
Timothy S. Mullen Manager / Chief Executive Officer May-2007
Philip O. Garland Chief Compliance Officer May-2007
Daniel P. Goodall Chief Financial Officer / Chief Operating Officer July-2013

SWIFT RUN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

SWIFT RUN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

SRCM employs a single investment strategy for both SRC and Separate Accounts, which is an event driven, value investing strategy. SRCM’s investment process begins with bottom-up, company specific, fundamental research and analysis rather than with broad, macro-economic views. We actively seek to identify securities that have a limited downside and the potential for substantial upside, i.e., do not have far to fall in value but have a lot of opportunity to grow in value. We run concentrated portfolios. This approach may experience more volatile results than a more diversified portfolio, but in the longer term the return prospects should be more favorable. We believe that the ability to make large commitments to well-researched opportunities across the capital structure gives us a competitive advantage and provides for the potential for outsized returns.

SRCM obtains its analysis and research pr...
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SWIFT RUN CAPITAL Portfolio Concentration

SWIFT RUN CAPITAL Location

310 4TH STREET NE SUITE 102
CHARLOTTESVILLE, Virginia
UNITED STATES, 22902-5299

SWIFT RUN CAPITAL Contact Information

Phone Number: 434-817-4234
Fax Number: 800-561-5374
Website:

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