SYMONS CAPITAL Overview
Symons Capital Management Inc is an investment advisor that manages 520.6 MM dollars in regulatory AUM and has 12 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 03/31/19. The fund's latest filing disclosed 232MM in positions, representing 45% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 03/31/19. The fund's latest filing disclosed 232MM in positions, representing 45% of the manager's regulatory AUM.
SYMONS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SYMONS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DUK | 5.01% | Utilities | -0.77% | -0.3% | 0 | 10% | ||
| HSY | 4.99% | Cons. Staples | 21.8% | 0.85% | 0 | 12% | ||
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FEATURED IN
SYMONS CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edward L. Symons | Dir., Chairman | August-2006 |
| Colin E. Symons | Dir., Chief Investment Officer & Portfolio Manager | January-2014 |
| Vickilynn Ellis | Chief Compliance Officer | January-2004 |
| Michael P. Czajka | Ceo | April-2013 |
| Francois L. Fournier | Chief Operating Officer And Trader | January-2014 |
| Louis J. Iovannone | President | April-2013 |
SYMONS CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SYMONS CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Asset Management
SCM is a boutique research enterprise that has engaged in a single activity for over 30 years - intellectually independent stock research, stock selection and portfolio management. The firm uses a holistic, top-down and bottom-up investment approach that is disciplined and repeatable, while also being flexible, in order to adjust to changing market circumstances, consistent with the ultimate goals of preserving capital and generating long-term positive total returns.
When researching individual stocks, we look for temporarily low valuations relative to
our view of long-term price opportunities, stock by stock. Over time, changing valuations present new investment opportunities that our intellectually independent research
enables us to identify. Low valuations often lead us to temporarily unpopular sectors
and companies. Rather than being contrarian, we prefer to call this beha...
Unlock Full Investment Process Description
Asset Management
SCM is a boutique research enterprise that has engaged in a single activity for over 30 years - intellectually independent stock research, stock selection and portfolio management. The firm uses a holistic, top-down and bottom-up investment approach that is disciplined and repeatable, while also being flexible, in order to adjust to changing market circumstances, consistent with the ultimate goals of preserving capital and generating long-term positive total returns.
When researching individual stocks, we look for temporarily low valuations relative to
our view of long-term price opportunities, stock by stock. Over time, changing valuations present new investment opportunities that our intellectually independent research
enables us to identify. Low valuations often lead us to temporarily unpopular sectors
and companies. Rather than being contrarian, we prefer to call this beha...
Unlock Full Investment Process Description
SYMONS CAPITAL Portfolio Concentration
SYMONS CAPITAL Location
650 WASHINGTON ROAD
SUITE 800
PITTSBURGH, Pennsylvania
UNITED STATES, 15228-2702
SUITE 800
PITTSBURGH, Pennsylvania
UNITED STATES, 15228-2702
SYMONS CAPITAL Contact Information
Phone Number: 412-344-7690
Fax Number: 412-344-7693
Website: http://symonscapital.com
Fax Number: 412-344-7693
Website: http://symonscapital.com
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