TEXAS YALE CAPITAL Overview

Texas Yale Capital Corp. is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 10 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/05 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 61% of the manager's regulatory AUM.

TEXAS YALE CAPITAL StockAlpha

-3.2%
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

TEXAS YALE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JBL 20.09% Tech -5.7% -0.66% 4 8%
EPD 3.78% Energy -6.74% -0.47% 0 13%
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FEATURED IN
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TEXAS YALE CAPITAL Founders and Key Employees

Name Title In Position Since
Cheyne C. Pace Chief Compliance Officer August-2010
Cheyne C. Pace Chairman September-2004
Cheyne C. Pace President August-2012

TEXAS YALE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

TEXAS YALE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Yale Capital Corp. (YCC) customizes investment strategies for each client depending on their particular circumstances and requirements. YCC engages its clients in detailed discussions in order to construct and manage customized portfolios – with suitable investments and management styles.


The following considerations contribute to effective discussions, portfolio construction and management:


(i) Client’s unique circumstances: age, objectives, income and cash-flow requirements, emotional tolerance for volatility, familial and charitable giving intentions, restrictions on particular securities
(ii) Capital market conditions
(iii) Appreciation and income over time
(iv) Tax-efficiency, with engagement of client’s accounting and additional investment counsel when necessary

Yale Capital Corp. advisers continuously monitor individual client portfolios and make adjustmen...
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TEXAS YALE CAPITAL Portfolio Concentration

TEXAS YALE CAPITAL Location

URB. COSTA DE ORO
#81 CALLE C SUITE #202
DORADO, Puerto Rico
UNITED STATES, 00646

TEXAS YALE CAPITAL Contact Information

Phone Number: 787-278-2266
Fax Number: 787-278-3140
Website:

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