ARCADIA INVESTMENT Overview

Arcadia Investment Management Corp is an investment advisor that manages 447.4 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 301MM in positions, representing 67% of the manager's regulatory AUM.

ARCADIA INVESTMENT StockAlpha

-3.2%
Top 25%
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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

ARCADIA INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SBUX 3.38% Cons. Disc. 6.7% 0.13% 0 22%
SYK 3.23% Health -3.78% 0.02% 0 9%
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FEATURED IN
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ARCADIA INVESTMENT Founders and Key Employees

Name Title In Position Since
Sherwood M. Boudeman Director May-1995
L E. Knox Vice President, Secretary August-1998
Michael L. Mueller President April-1998
Jerry B. Love Vice President, Treasurer August-2000
Marilee K. Awe Portfolio Manager December-2004
Dorsey M. Martin Manager Of Operations, Chief Compliance Officer December-2005

ARCADIA INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

ARCADIA INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company


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is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Technical Analysis. We analyze past market movements and apply that analysis to t...
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ARCADIA INVESTMENT Portfolio Concentration

ARCADIA INVESTMENT Location

125 SOUTH KALAMAZOO MALL, STE 306
KALAMAZOO, Michigan
UNITED STATES, 49007

ARCADIA INVESTMENT Contact Information

Phone Number: 269/349-0800
Fax Number: 269/381-1615
Website:

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