TRADITION CAPITAL Overview
Tradition Capital Management Llc is an investment advisor that manages 465.1 MM dollars in regulatory AUM and has 19 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/01 to 06/30/17. The fund's latest filing disclosed 298MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/01 to 06/30/17. The fund's latest filing disclosed 298MM in positions, representing 64% of the manager's regulatory AUM.
TRADITION CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TRADITION CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MRK | 2.86% | Health | -4.06% | -0.07% | 0 | 30% | ||
| ABBV | 2.8% | Health | -2.65% | -0.03% | 0 | 22% | ||
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FEATURED IN
TRADITION CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Christopher J. Trompeter | Member-Managing Director | October-2000 |
| Benjamin C. Halliburton | Member-Managing Director | October-2000 |
| Michael C. Provine | Member-Managing Director-Chief Compliance Officer | November-2000 |
TRADITION CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
TRADITION CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Risks to financial assets are numerous and varied. We comment below on a few of the risks but do not cover all potential risks. Investing in securities involves risk of loss that clients should be prepared to bear.
All financial assets have the shared risks of volatility and liquidity. The risks are related in that, as liquidity is withdrawn, price volatility generally increases, which could result in sharp downward
4
movement in market prices as prices adjust in advance of buyers providing liquidity. This is a risk
for all Tradition Capital Management’s asset classes.
Tradition Capital Management runs several equity strategies. We detail some of the risks of equity investments that apply to all of Tradition’s equity strategies but do not opine that all risks are covered. We divide this explanation into overall equity market risk,and individual security risk.
Equ...
Unlock Full Investment Process Description
Risks to financial assets are numerous and varied. We comment below on a few of the risks but do not cover all potential risks. Investing in securities involves risk of loss that clients should be prepared to bear.
All financial assets have the shared risks of volatility and liquidity. The risks are related in that, as liquidity is withdrawn, price volatility generally increases, which could result in sharp downward
4
movement in market prices as prices adjust in advance of buyers providing liquidity. This is a risk
for all Tradition Capital Management’s asset classes.
Tradition Capital Management runs several equity strategies. We detail some of the risks of equity investments that apply to all of Tradition’s equity strategies but do not opine that all risks are covered. We divide this explanation into overall equity market risk,and individual security risk.
Equ...
Unlock Full Investment Process Description
TRADITION CAPITAL Portfolio Concentration
TRADITION CAPITAL Location
129 SUMMIT AVENUE
SUMMIT, New Jersey
UNITED STATES, 07901
SUMMIT, New Jersey
UNITED STATES, 07901
TRADITION CAPITAL Contact Information
Phone Number: 908-598-0909
Fax Number: 413-845-4747
Website: http://www.traditioncm.com/
Fax Number: 413-845-4747
Website: http://www.traditioncm.com/
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