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 06/31/18. The fund's latest filing disclosed 801MM in positions, representing 30% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/07 to 06/31/18. The fund's latest filing disclosed 801MM in positions, representing 30% of the manager's regulatory AUM.
ASHFIELD CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ASHFIELD CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.49% | Tech | 17% | 0.58% | 0 | 38% | ||
| ALGN | 3.66% | Health | 13.42% | -0.03% | 0 | 13% | ||
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FEATURED IN
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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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
SAN FRANCISCO, California
UNITED STATES, 94111
ASHFIELD CAPITAL Contact Information
Phone Number: 415-391-4747
Fax Number: 415-391-1234
Website: http://www.ashfield.com
Fax Number: 415-391-1234
Website: http://www.ashfield.com
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