WUNDERLICH CAPITAL Overview

Wunderlich Capital Managemnt is an investment advisor that manages 115.6 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 125MM in positions, representing 108% of the manager's regulatory AUM.

WUNDERLICH CAPITAL StockAlpha

-2.5%
Top 25%
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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

WUNDERLICH CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 4.63% ETF -3.54% -0.23% 0 3%
LQD 3.93% ETF -4.91% -0.25% 0 4%
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FEATURED IN
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WUNDERLICH CAPITAL Founders and Key Employees

Name Title In Position Since
Philip S. Wunderlich Managing Member, Chief Compliance Officer August-1999

WUNDERLICH CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

WUNDERLICH CAPITAL Investment Strategy

Item 8: METHODS OF ANALYSIS, INVESTMENT STRATEGIES & Risk of Loss

We use the following methods of analysis in formulating advice and managing client accounts:

A. Methods of Analysis

Depending on the specific Strategy, account assets may be invested in stocks, fixed income securities, options, no-load mutual funds, exchange-traded funds (“ETFs”), unit investment trusts, or money market instruments, among other investments. Accounts are managed to reflect the allocation and achieve the objectives of the Strategy which the client has selected, subject to reasonable restrictions imposed by the client. Due to client restrictions and other differences regarding each account, performance of a client’s account may be different from the performance of other accounts in the same Strategy. On an
on-going basis, WCM reviews and adjusts the Strategies and the accounts to ensure they continue to reflect the intended allocations and objectives, as well as a...
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WUNDERLICH CAPITAL Portfolio Concentration

WUNDERLICH CAPITAL Location

6000 POPLAR AVENUE
SUITE 150
MEMPHIS, Tennessee
UNITED STATES, 38119

WUNDERLICH CAPITAL Contact Information

Phone Number: 901-251-1330
Fax Number: 901-251-1349
Website:

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