About Shawn P. Willard of ORCA INVESTMENT
Shawn P. Willard is President, Managing Member at Orca Investment Management Llc and has been affiliated with Orca Investment Management Llc since May-2007.
Orca Investment Management Llc is an investment advisor that manages 218 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions. The managers's latest filing has disclosed 104MM in positions, which represents 48% of the manager's regulatory AUM.
For more on Orca Investment Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Orca Investment Management Llc is an investment advisor that manages 218 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions. The managers's latest filing has disclosed 104MM in positions, which represents 48% of the manager's regulatory AUM.
For more on Orca Investment Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
ORCA INVESTMENT StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -2.9%/yr
Co-workers of Shawn P. Willard at ORCA INVESTMENT
Name | Title | In Position Since |
---|
Kerwin L. Doughton | Member, Senior Portfolio Manager | January-2010 |
Kimberly S. Friel | Member, Chief Compliance Officer | January-2010 |
Roger K. Thomas | Member, Fixed Income Portfolio Manager | April-2012 |
William G. Barham | Member, Senior Portfolio Manager | January-2013 |
Fundamental & Technical Factor Exposure
Shawn P. Willard Office Address
738 SE KANE STREET
ROSEBURG, Oregon
UNITED STATES, 97470
ROSEBURG, Oregon
UNITED STATES, 97470
Shawn P. Willard Contact Information
Phone Number: (541) 672-3469
Fax Number: (541) 672-1610
Website: null
Fax Number: (541) 672-1610
Website: null
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