Janney Capital Management LLC

Janney Capital Management LLC
Last update 2024-02-08 234 Stocks (32 new)
Value $1.49 Bil Turnover 13 %
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Janney Capital Management LLC Profile

Janney Capital Management LLC is an investment management firm based out of Pittsburg Pennsylvania. The company was originally established in 1994 as Parker/Hunter Asset Management before changing its name to its current Janney Capital Management. Janney Capital Management has grown from its inception to now have an additional location in Philadelphia. The company conducts its research internally and externally and utilizes a fundamental and quantitative methodology to make its investment decisions. Janney Capital Management invests in the public equity, fixed income, and alternative investment markets within the United States, allocating its assets in the value stocks of companies across all major capitalizations. Janney Capital Management invests most heavily in the finance sector, which alone makes up over a third of the firm’s total asset allocations, and also invests in the information technology, health care, consumer staples, consumer discretionary, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations an average of 7.7 quarters and holds its top 10 allocations an average of just 1.9 quarters. Janney Capital Management, in the most recent quarter, has had a turnover rate of 11.67%. The company now operates with 14 employees of which 8 are investment professionals. Janney Capital Management oversees over $3.5 billion in total assets under management spread across almost 15,000 total accounts, all of which are discretionary accounts except for 500 which make up a minor $80 million of its total managed assets. Both of the company’s total number of accounts and total assets under management have been increasing in recent years with its total managed assets growing from $2.4 billion back in 2012 to its current amount. The company caters mainly to individuals, which makes up over two thirds of its entire client base, and also provides services to high net worth individuals, pension and profit sharing plans, charities, corporations and other businesses, and others, in order of decreasing clientele.
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