ASHFIELD CAPITAL Overview

Ashfield Capital Partners Llc is an investment advisor that manages 2.7 BN dollars in regulatory AUM and has 26 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/07 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 45% of the manager's regulatory AUM.

ASHFIELD CAPITAL StockAlpha

-4.4%
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

ASHFIELD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.55% Tech -2.29% 0.01% 0 42%
MSFT 3.27% Tech 3.56% 0.2% 0 36%
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FEATURED IN
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ASHFIELD CAPITAL Founders and Key Employees

Name Title In Position Since
James S. Lauck President, Chief Executive Officer, Co-Chief Investment Officer, Managing Member September-2006
Claudia Owen Chief Operating Officer/Chief Financial Officer, Secretary, Managing Member July-2006
Lesley L. Jones Chief Compliance Officer June-2008
Gregory M. Jones Co-Chief Investment Officer, Managing Member December-2012
Peter A. Johnson Managing Member September-2014

ASHFIELD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

ASHFIELD CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

Ashfield manages investment portfolios in the following investment strategies and customized investment strategies:

Large Cap Growth Equity Strategy
Our investment approach is a blend of bottom-up fundamental research, combined with a top-down thematic overlay, designed to identify what we believe are the best companies in the most attractive sectors. Risk management is an essential component of the firm’s consensus-driven team approach to portfolio management.

The initial investment universe for the Large Cap Growth Equity strategy begins with 5,000 mid-to-large sized companies, which are screened for the desired financial characteristics, such as size and liquidity; growth characteristics; and valuation. This screening process efficiently narrows the universe to approximately 500 companies. A systematic screening process of ranking s...
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ASHFIELD CAPITAL Portfolio Concentration

ASHFIELD CAPITAL Location

750 BATTERY STREET, SUITE 600
SAN FRANCISCO, California
UNITED STATES, 94111

ASHFIELD CAPITAL Contact Information

Phone Number: 415-391-4747
Fax Number: 415-391-1234
Website:

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