SALEM CAPITAL MANAGEMENT INC

https://www.salemcapitalmanagement.com/ WOBURN, MA Investment Advisor How do I update this listing?

Salem Capital Management is based out of Woburn. Salem Capital Management is a large advisory firm with 103 clients and discretionary assets under management (AUM) of $290,567,396 (Form ADV from 2020-06-30). Their last reported 13F filing for Q2 2020 included $139,656,000 in managed 13F securities and a top 10 holdings concentration of 46.66%. Salem Capital Management's largest holding is Microsoft Corp. with shares held of 58,875. Salem Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 141 13F filings

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06/30/2020

13F Activity

  • Market Value $139.656 Million
  • Prior Market Value $121.007 Million
  • New Purchases2 stocks
  • Additional Purchases1 stock
  • Sold out of2 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 46.66 %
  • Turnover % [1]:6.56%
  • Turnover Alt % [2]: 2.55 %
  • Time Held Top20:19.60 quarters
  • Time Held Top10:10.80 quarters
  • Time Held All:44.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 27.76%
Performance Last 4 Quarters: -11.23%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SALEM CAPITAL MANAGEMENT INC
400 UNICORN PARK DRIVE
WOBURN MA    01801
Country: United States

Business Phone: 781-932-9005
Fax: 781-938-6056
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 103
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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SALEM CAPITAL MANAGEMENT INC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
RUBIN, HAL CHAIRMAN 08/01/1990 Direct 75% or more
Fund Name Position direct/indirect start date end date
SALEM CAPITAL MANAGEMENT INC CHAIRMAN direct 1990-08-01
RATCLIFFE, KIMBERLY, ANN CHIEF COMPLIANCE OFFICER & PRESIDENT 10/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER & PRESIDENT direct 2004-10-01
SALEM CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2001-11-01 2005-03-17
SALEM CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2004-10-01 2016-03-03

SALEM CAPITAL MANAGEMENT INC

ownership team - last updated 2020-02-26
Name Title Start Date Direct/Indirect % Ownership

SALEM CAPITAL MANAGEMENT INC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
RUBIN, HAL CHAIRMAN 08/01/1990 Direct 75% or more
Fund Name Position direct/indirect start date end date
SALEM CAPITAL MANAGEMENT INC CHAIRMAN direct 1990-08-01
RATCLIFFE, KIMBERLY, ANN CHIEF COMPLIANCE OFFICER & PRESIDENT 10/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER & PRESIDENT direct 2004-10-01
SALEM CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2001-11-01 2005-03-17
SALEM CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2004-10-01 2016-03-03

SALEM CAPITAL MANAGEMENT INC

ownership team - last updated 2017-03-13
Name Title Start Date Direct/Indirect % Ownership
RUBIN, HAL CHAIRMAN 08/01/1990 Direct 75% or more
Fund Name Position direct/indirect start date end date
SALEM CAPITAL MANAGEMENT INC CHAIRMAN direct 1990-08-01
RATCLIFFE, KIMBERLY, ANN CHIEF COMPLIANCE OFFICER & PRESIDENT 10/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER & PRESIDENT direct 2004-10-01
SALEM CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2001-11-01 2005-03-17
SALEM CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2004-10-01 2016-03-03

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