BENNICAS & ASSOCIATES Overview

Bennicas & Associates Inc. is an investment advisor that manages 186 MM dollars in regulatory AUM and has 4 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 107MM in positions, representing 57% of the manager's regulatory AUM.

BENNICAS & ASSOCIATES StockAlpha

-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

BENNICAS & ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 14.34% Cons. Staples -5.27% -0.46% 0 24%
MRK 3.29% Health -1.89% 0.08% 0 27%
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BENNICAS & ASSOCIATES Founders and Key Employees

Name Title In Position Since
Georgia L. Bennicas President November-2014
Georgia L. Bennicas Chief Compliance Officer October-2004

BENNICAS & ASSOCIATES Brokers, Custodians, Auditors and Administrators

Type Company

BENNICAS & ASSOCIATES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



The main method of analysis used by Georgia is fundamental. Georgia relies on annual reports, prospectuses and SEC filings; on financial newspapers and magazines; on research materials prepared by various organizations and analysts; on company press releases; and on corporate rating services to do her analysis.

The main investment strategies used are long-term purchases with an emphasis on conservative growth and conservation of principal, although Georgia does also occasionally make some use of short-term purchases (securities held under a year). Georgia takes a broad perspective and utilizes both a macro- and a microeconomic approach when making investment decisions in individual client accounts.

Investing in securities involves risk which you must be willing to bear. Because we invest primarily in individual stocks, bonds and other investment vehicles, clients incur market risk, includ...
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BENNICAS & ASSOCIATES Portfolio Concentration

BENNICAS & ASSOCIATES Location

2995 WOODSIDE RD, STE 250
WOODSIDE, California
UNITED STATES, 94062

BENNICAS & ASSOCIATES Contact Information

Phone Number: 650-851-4601
Fax Number: 650-851-1679
Website:

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