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 09/30/16. The fund's latest filing disclosed 568MM in positions, representing 69% of the manager's regulatory AUM.

WALLACE CAPITAL StockAlpha

-1.1%
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

WALLACE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WTM 10.45% Financials 3.33% -0.96% 3 3%
BRK.B 9.79% Financials 13.59% -0.58% 0 28%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

WALLACE CAPITAL Portfolio Concentration

WALLACE CAPITAL Location

100 CRESCENT COURT
SUITE 1190
DALLAS, Texas
UNITED STATES, 75201

WALLACE CAPITAL Contact Information

Phone Number: 214-303-0200
Fax Number: 214-303-0204
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 B