BECKER CAPITAL Overview

Becker Capital Management Inc is an investment advisor that manages 3.3 BN dollars in regulatory AUM and has 28 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 79% of the manager's regulatory AUM.

BECKER CAPITAL StockAlpha

-0.3%
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

BECKER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.7% Tech -2.65% 0.01% 0 42%
WMT 2.52% Cons. Staples -2.01% 0.09% 0 24%
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FEATURED IN
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BECKER CAPITAL Founders and Key Employees

Name Title In Position Since
Janeen S. Mcaninch Ceo/Director July-1996
Patrick E. Becker President/Director June-2009
Blake R. Howells Director June-2000
John M. Becker Secretary/Director December-1993
Stephanie L. Moyer Chief Compliance Officer January-2012
Gerald N. Brown Treasurer January-2013

BECKER CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

BECKER CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Method of Analysis
• All Cap Value Equity and Large Cap Value Equity
BCM utilizes an integrated research process that includes financial statement analysis, business model viability and growth analysis and examination of peers and competitive forces. Our analysts speak


BECKER CAPITAL MANAGEMENT • 1211 SW 5TH AVENUE • SUITE 2185 • PORTLAND, OREGON 97204
Page 6 of 17
Becker Capital Management, Inc. Form ADV - Part 2A 31, 2015


not only with company management teams, but also with input providers and end users to assess the practicality of management’s growth prospects. We may use Wall Street research to gauge consensus/ sentiment, but use of such research is ancillary to our bottom-up research process.

Research Process/Buy Discipline
Our team identifies potential portfolio candidates that meet four ess...
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BECKER CAPITAL Portfolio Concentration

BECKER CAPITAL Location

1211 SW 5TH AVENUE
SUITE 2185
PORTLAND, Oregon
UNITED STATES, 97204-3740

BECKER CAPITAL Contact Information

Phone Number: 503-223-1720
Fax Number: 503-223-3624
Website:

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