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 06/30/17. The fund's latest filing disclosed 3BN in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 3BN in positions, representing 86% of the manager's regulatory AUM.
BECKER CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BECKER CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 2.92% | Tech | 8.92% | -0.13% | 0 | 38% | ||
| JPM | 2.58% | Financials | 10.11% | 0.02% | 0 | 31% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
BECKER CAPITAL Portfolio Concentration
BECKER CAPITAL Location
1211 SW 5TH AVENUE
SUITE 2185
PORTLAND, Oregon
UNITED STATES, 97204-3740
SUITE 2185
PORTLAND, Oregon
UNITED STATES, 97204-3740
BECKER CAPITAL Contact Information
Phone Number: 503-223-1720
Fax Number: 503-223-3624
Website: http://www.beckercap.com
Fax Number: 503-223-3624
Website: http://www.beckercap.com
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