ALTA CAPITAL Overview

Alta Capital Management Llc/ is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 12 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 116% of the manager's regulatory AUM.

ALTA CAPITAL StockAlpha

-2.6%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ALTA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6.14% Tech -2.29% 0.01% 0 42%
PCLN 4.74% Cons. Disc. 0.1% -0.09% 0 24%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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ALTA CAPITAL Founders and Key Employees

Name Title In Position Since
Haley M. Hammond Chief Compliance Officer May-2006

ALTA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ALTA CAPITAL Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss

Alta Capital Management believes companies with high free cash flow growth yield superior investment returns with nominal risk. The tenets of our process encompass the following:

 Growth in earnings and free cash flow drives stock prices.
 Earnings quality is assessed through free cash flow analysis.
 A company’s intrinsic value is not consistently recognized by the markets.



INVESTMENT PROCESS

STAGE 1: IDENTIFICATION

-- Screening--

The development of the Alta Quality Growth universe is the first step in the investment process. This is achieved by screening the entire publicly-traded stock universe based on specific fundamental criteria. Only those companies which meet every one of our criteria will continue on in the process. The universe is based on capitalization as mandated by the specific strategy:

Strategy ...
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ALTA CAPITAL Portfolio Concentration

ALTA CAPITAL Location

6440 SOUTH WASATCH BLVD
SUITE 260
SALT LAKE CITY, Utah
UNITED STATES, 84121

ALTA CAPITAL Contact Information

Phone Number: 801-274-6010
Fax Number: 801-274-8061
Website:

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