Private Capital

Private Capital

Last Update: 2014-11-14

Number of Stocks: 72
Number of New Stocks: 2

Total Value: $844 Mil
Q/Q Turnover: 7%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Private Capital' s Profile & Performance

Profile

Private was founded by Bruce Sherman, who retired in March 2009. Gregg J. Powers took over as the CEO since then. Mr. Powers began his investment career as a healthcare analyst at Raymond James Financial. Mr. Powers joined PCM's investment research team in 1988.

Bruce S. Sherman is Chief Executive Officer and Chief Investment Officer of Private Capital Management. He started Private Capital Management in 1986. Mr. Sherman is a Certified Public Accountant, and prior to starting Private Capital Management he worked for the Collier Family and was involved in their investments.

Web Page:http://www.private-cap.com/

Total Holding History

Performance of PCM Value Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201339.231.557.7
20128.815.4-6.6
2011-1.52.08-3.6
3-Year Cumulative49.2 (14.3%/year)55 (15.7%/year)-5.8 (-1.4%/year)
201015.915.060.8
200944.626.4618.1
5-Year Cumulative150 (20.1%/year)125.5 (17.7%/year)24.5 (2.4%/year)
2008-47.5-37-10.5
2007-3.35.61-8.9
200616.915.791.1
20052.54.91-2.4
200420.7128.7
10-Year Cumulative83.6 (6.3%/year)104.1 (7.4%/year)-20.5 (-1.1%/year)
200333.828.75.1
2002-7.5-22.114.6
200116.2-11.928.1
200016-9.125.1
1999119.12198.1
15-Year Cumulative571 (13.5%/year)98.3 (4.7%/year)472.7 (8.8%/year)
19989.928.6-18.7
199731.433.4-2.0
199623.4230.4
199540.537.62.9
19948.61.37.3
20-Year Cumulative1724.3 (15.6%/year)483.2 (9.2%/year)1241.1 (6.4%/year)
199328.710.118.6
199225.37.617.7
199120.230.5-10.3
1990-0.9-3.12.2
198913.831.7-17.9
25-Year Cumulative3888 (15.9%/year)1050.7 (10.3%/year)2837.3 (5.6%/year)
198816.116.6-0.5
19870.95.1-4.2

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Private Capital Management (PCM) is an investment management firm located in Naples, Florida. Founded in 1986, PCM is now a wholly owned subsidiary of Legg Mason, the investment firm of legendary investor Bill Miller. Private Capital is currently led by Gregg Powers, a career investment professional with education credentials from the University of Florida. Powers’s expertise and experience is derived from the healthcare, technology and telecommunications sectors. The flagship mutual fund of the firm is the Private Capital Management Value Fund (VFPAX). More...

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