VIGILANT CAPITAL Overview
Vigilant Capital Management Llc is an investment advisor that manages 685.8 MM dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 09/30/20. The fund's latest filing disclosed 914MM in positions, representing 133% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/20. The fund's latest filing disclosed 914MM in positions, representing 133% of the manager's regulatory AUM.
VIGILANT CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VIGILANT CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.34% | Tech | 2.98% | -0.14% | 0 | 36% | ||
| AMZN | 4.1% | Cons. Disc. | 0.61% | -0.25% | 0 | 45% | ||
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FEATURED IN
VIGILANT CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Daniel M. Mulkern | Founder & Principal | March-2002 |
| Jeffrey F. Carlisle | Founder & Principal | March-2002 |
| Scott D. Sorensen | Founder & Principal | March-2002 |
| Lawrence A. Blaisdell | Chief Compliance Officer | July-2012 |
VIGILANT CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VIGILANT CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
VCM designs, constructs and manages investment portfolios that are specific to the objectives of each individual client as outlined in the client IPS, which is drafted and approved by each client at the inception of the relationship and reviewed regularly to identify any appropriate changes. Each client’s strategic asset allocation targets are an outcome of the IPS process and set the course of the implementation of the VCM investment process as it relates specifically to that client’s account(s). VCM subscribes to the theory that diversification of investments across various asset classes and within asset classes is an effective way to reduce the risk profile of an investment portfolio over the long‐term while in pursuit of returns that may help a client achieve their long‐term financial objectives. The theory of diversification does not necessarily reduce risk over shorter periods of time wh...
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VCM designs, constructs and manages investment portfolios that are specific to the objectives of each individual client as outlined in the client IPS, which is drafted and approved by each client at the inception of the relationship and reviewed regularly to identify any appropriate changes. Each client’s strategic asset allocation targets are an outcome of the IPS process and set the course of the implementation of the VCM investment process as it relates specifically to that client’s account(s). VCM subscribes to the theory that diversification of investments across various asset classes and within asset classes is an effective way to reduce the risk profile of an investment portfolio over the long‐term while in pursuit of returns that may help a client achieve their long‐term financial objectives. The theory of diversification does not necessarily reduce risk over shorter periods of time wh...
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VIGILANT CAPITAL Portfolio Concentration
VIGILANT CAPITAL Location
TWO CITY CENTER
4TH FLOOR
PORTLAND, Maine
UNITED STATES, 04101
4TH FLOOR
PORTLAND, Maine
UNITED STATES, 04101
VIGILANT CAPITAL Contact Information
Phone Number: 207-523-1110
Fax Number: 207-523-1115
Website: http://www.vigilantcap.com
Fax Number: 207-523-1115
Website: http://www.vigilantcap.com
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