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 09/30/16. The fund's latest filing disclosed 563MM in positions, representing 82% of the manager's regulatory AUM.

VIGILANT CAPITAL StockAlpha

-3.2%
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

VIGILANT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FNDF 5.14% ETF -1.03% -0.14% 6 1%
FNDE 3.63% ETF 0.67% -0.04% 4 0%
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FEATURED IN
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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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VIGILANT CAPITAL Portfolio Concentration

VIGILANT CAPITAL Location

TWO CITY CENTER
4TH FLOOR
PORTLAND, Maine
UNITED STATES, 04101

VIGILANT CAPITAL Contact Information

Phone Number: 207-523-1110
Fax Number: 207-523-1115
Website:

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