WALLACE CAPITAL Overview
Wallace Capital Management Inc. is an investment advisor that manages 824.6 MM dollars in regulatory AUM and has 7 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/18. The fund's latest filing disclosed 787MM in positions, representing 95% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/18. The fund's latest filing disclosed 787MM in positions, representing 95% of the manager's regulatory AUM.
WALLACE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WALLACE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 10.96% | Financials | -5.75% | 0.5% | 0 | 30% | ||
| WTM | 9.81% | Financials | -3.78% | 0.18% | 3 | 2% | ||
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FEATURED IN
WALLACE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Scott T. Wallace | President/Secretary | January-2002 |
| Jonathon C. Crenshaw | Shareholder | January-2002 |
| Christopher L. Thomason | Vice President | July-2004 |
| Thomas D. Barrow | Shareholder | June-2002 |
| Blake H. Estess | Chief Compliance Officer | January-2010 |
| William E. Rosenthal | Shareholder | February-2007 |
WALLACE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
WALLACE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Although their individual holdings may be materially different, WCM utilizes a single investment strategy for both the Separate Accounts and both Funds. Please refer to Item 7 above for a list of these differences. The foundation of WCM's investment strategy is to invest in a security only when we believe that there is a significant dislocation between the value of a company and the value indicated by its stock price. All investment decisions are made within the context of our perspective of the macroeconomic environment and the industry-specific environment at the time of the investment.
WCM primarily invests in U.S. equities (and some non-U.S. equities) with no restrictions or bias regarding market capitalization. In addition to publicly traded equities, WCM is also authorized to own fixed income securities, mutual funds, cash (or cash equivalents), and other securities in the Funds and/or...
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Although their individual holdings may be materially different, WCM utilizes a single investment strategy for both the Separate Accounts and both Funds. Please refer to Item 7 above for a list of these differences. The foundation of WCM's investment strategy is to invest in a security only when we believe that there is a significant dislocation between the value of a company and the value indicated by its stock price. All investment decisions are made within the context of our perspective of the macroeconomic environment and the industry-specific environment at the time of the investment.
WCM primarily invests in U.S. equities (and some non-U.S. equities) with no restrictions or bias regarding market capitalization. In addition to publicly traded equities, WCM is also authorized to own fixed income securities, mutual funds, cash (or cash equivalents), and other securities in the Funds and/or...
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WALLACE CAPITAL Portfolio Concentration
WALLACE CAPITAL Location
100 CRESCENT COURT
SUITE 1190
DALLAS, Texas
UNITED STATES, 75201
SUITE 1190
DALLAS, Texas
UNITED STATES, 75201
WALLACE CAPITAL Contact Information
Phone Number: 214-303-0200
Fax Number: 214-303-0204
Website: null
Fax Number: 214-303-0204
Website: null
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