TOWERCREST CAPITAL Overview

Towercrest Capital Management is an investment advisor that manages 109.3 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 112MM in positions, representing 103% of the manager's regulatory AUM.

TOWERCREST CAPITAL StockAlpha

-1.4%
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

TOWERCREST CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 12.2% ETF 1.56% 0% 0 29%
AGG 11.56% ETF -3.38% -0.44% 0 3%
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TOWERCREST CAPITAL Founders and Key Employees

Name Title In Position Since
Curtis W. Snyder Managing Member September-2009
Griffin M. Haviken Managing Member, Chief Compliance Officer September-2009

TOWERCREST CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

TOWERCREST CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Generally, Towercrest uses fundamental analysis in making investment decisions. Fundamental analysis is a technique that attempts to determine a security’s value by evaluating underlying factors that affect the security’s business and its future prospects. Towercrest also performs fundamental analysis on industries, countries and the economy as a whole.

Towercrest uses the following sources for information; Bloomberg, Morningstar, inspection of corporate activities, financial newspapers and magazines, financial journals, research materials prepared by others, company annual reports, prospectuses, filings with the Securities and Exchange Commission (SEC) and company press releases.

The results for individual portfolios will vary depending on market conditions and the portfolio’s overall composition. All investments carry a certain degree of risk including the possible loss of principal and the...
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TOWERCREST CAPITAL Portfolio Concentration

TOWERCREST CAPITAL Location

41 UNIVERSITY DRIVE
SUITE 400
NEWTOWN, Pennsylvania
UNITED STATES, 18940

TOWERCREST CAPITAL Contact Information

Phone Number: 215-809-2000
Fax Number: 215-525-2888
Website:

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