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 09/30/16. The fund's latest filing disclosed 286MM in positions, representing 61% of the manager's regulatory AUM.

TRADITION CAPITAL StockAlpha

-1.9%
Top 25%
3yr StockAlpha Register for more...

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

TRADITION CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MRK 2.85% Health -2.64% 0.07% 0 27%
MMM 2.68% Industrials -1.41% -0.23% 0 24%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 The risks are related in that, as liquidity is withdrawn, price volatility generally increases, which could result in sharp downward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

TRADITION CAPITAL Portfolio Concentration

TRADITION CAPITAL Location

129 SUMMIT AVENUE
SUMMIT, New Jersey
UNITED STATES, 07901

TRADITION CAPITAL Contact Information

Phone Number: 908-598-0909
Fax Number: 413-845-4747
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A