Mendon Capital Advisors Corp.
Mendon Capital Advisors Corp. is a SEC-registered investment adviser headquartered in Key Largo, Florida. Founded in 1996, the firm employs 4 professionals and is solely owned. Mendon Capital Advisors specializes in managing equity portfolios for clients such as investment companies and pooled investment vehicles. The firm's expertise is focused on the financial sector, offering active portfolio management and research-driven strategies primarily to institutional clients.
Investment Strategy
Mendon Capital Advisors Corp. primarily invests in publicly traded equities, with a strong focus on the financial sector, including banks and financial services companies. The firm's strategy is research-intensive, employing an active investment approach to capitalize on sector trends and company-specific opportunities. The manager seeks to identify undervalued or growth-oriented financial stocks and adjusts allocations dynamically based on market conditions and investment outlook.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EQBK | EQUITY BANCSHARES INC | 7.89% | $16.3M | 398,844 | $36.40 | $40.80 | +$631.9K |
F FRST | PRIMIS FINANCIAL CORP | 6.85% | $14.1M | 1,301,933 | $11.85 | $10.85 | +$3.2M |
V VBNK.TO | VERSABANK NEW | 5.82% | $12.0M | 1,052,650 | $17.87 | $15.59 | +$1.5M |
U USCB | USCB FINANCIAL HOLDINGS INC | 5.54% | $11.4M | 691,048 | $13.08 | $16.54 | -$1.0M |
F FHN | FIRST HORIZON CORPORATION | 5.30% | $10.9M | 515,540 | $19.45 | $21.20 | +$1.1M |