SYNTAL CAPITAL Overview
Syntal Capital Partners Llc is an investment advisor that manages 464.2 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 12/31/22. The fund's latest filing disclosed 253MM in positions, representing 54% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 12/31/22. The fund's latest filing disclosed 253MM in positions, representing 54% of the manager's regulatory AUM.
SYNTAL CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SYNTAL CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IEF | 12.06% | ETF | 3.92% | 0.28% | 0 | 3% | ||
| VOO | 12.01% | ETF | 4.31% | -0% | 0 | 16% | ||
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FEATURED IN
SYNTAL CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Chad L. Clary | Co-Managing Director | May-2012 |
| Dane E. Crunk | Co-Managing Director | May-2012 |
| Robert J. Carlyon | Chief Compliance Officer/Chief Operating Officer | October-2013 |
SYNTAL CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
SYNTAL CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may use any combination of the following when analyzing securities or third party managers:
Research
i. The Registrant’s research processes includes public, private and
proprietary information
ii. Quantitative market analysis using proprietary models iii. Reviewing third party fundamental & macro analysis
iv. Investment committee reviews academic research papers
v. Technical research following price momentum and trade volume
vi. Formulating views and opinions around economic and geopolitical developments
Strategy Development & Implementation
i. Identify preferable investment space in the market
ii. Focus on styles and market segments where the dispersion between managers is significant – hire active managers for these pieces
iii. Where the dispersion between managers is minimal, allocate fun...
Unlock Full Investment Process Description
A. The Registrant may use any combination of the following when analyzing securities or third party managers:
Research
i. The Registrant’s research processes includes public, private and
proprietary information
ii. Quantitative market analysis using proprietary models iii. Reviewing third party fundamental & macro analysis
iv. Investment committee reviews academic research papers
v. Technical research following price momentum and trade volume
vi. Formulating views and opinions around economic and geopolitical developments
Strategy Development & Implementation
i. Identify preferable investment space in the market
ii. Focus on styles and market segments where the dispersion between managers is significant – hire active managers for these pieces
iii. Where the dispersion between managers is minimal, allocate fun...
Unlock Full Investment Process Description
SYNTAL CAPITAL Portfolio Concentration
SYNTAL CAPITAL Location
1901 HERITAGE BLVD
MIDLAND, Texas
UNITED STATES, 79707
MIDLAND, Texas
UNITED STATES, 79707
SYNTAL CAPITAL Contact Information
Phone Number: 432-262-8111
Fax Number: 432-262-8120
Website: null
Fax Number: 432-262-8120
Website: null
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Disclaimer
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