English Capital Management LLC
ENGLISH CAPITAL MANAGEMENT LLC is a private investment management firm headquartered in Bloomfield Hills, Michigan. The firm manages pooled investment vehicles and specializes in investment advisory services. It operates with a small team of 2 employees who are 100% investment professionals. ENGLISH CAPITAL MANAGEMENT LLC is registered with the SEC (CRD #234790) and primarily serves institutional pooled funds. The firm manages assets using a discretionary mandate, and its filings date back to at least 2011.
Investment Strategy
ENGLISH CAPITAL MANAGEMENT LLC manages pooled investment vehicles with a discretionary investment approach, as indicated by their 13F filings. The firm invests across various sectors and maintains a focused portfolio, with a significant proportion of assets held in its top 10 positions. The strategy is likely driven by fundamental analysis, aiming to generate superior risk-adjusted returns for clients primarily via concentrated equity positions and careful sector allocation. The firm's activity and quarterly reporting suggest a medium turnover strategy and a strong focus on value creation for institutional-level investors.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ARW | ARROW ELECTRS INC | 6.64% | $10.1M | 78,875 | $124.09 | $127.43 | +$2.4M |
A AER | AERCAP HOLDINGS NV | 6.40% | $9.7M | 82,756 | $74.32 | $117.00 | +$1.2M |
B BKNG | BOOKING HOLDINGS INC | 5.79% | $8.8M | 1,514 | $3547.22 | $5789.24 | +$1.8M |
S SYF | SYNCHRONY FINANCIAL | 5.68% | $8.6M | 128,844 | $40.69 | $66.74 | +$2.4M |
C CI | THE CIGNA GROUP | 4.81% | $7.3M | 22,018 | $300.73 | $330.58 | -$125.8K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Research Analyst | Boston, MA , United States |