BTC CAPITAL Overview

Btc Capital Management Inc. is an investment advisor that manages 3 BN dollars in regulatory AUM and has 12 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/14 to 09/30/16. The fund's latest filing disclosed 480MM in positions, representing 16% of the manager's regulatory AUM.

BTC CAPITAL StockAlpha

-3%
Top 25%
2.25yr StockAlpha Register for more...

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

BTC CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BND 6.07% ETF -3.5% -0.24% 0 4%
EFA 4.13% ETF -4.09% -0.24% 0 13%
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FEATURED IN
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BTC CAPITAL Founders and Key Employees

Name Title In Position Since
Kip J. Albertson Secretary/Treasurer May-2003
John R. Lepley Chief Compliance Officer February-2007
Scott D. Eltjes President And Ceo February-2009
Suku Radia Chairman, Director April-2009
Jon K. Augustine Vice President/Chief Investment Officer November-2009
Mark P. Mandziara Senior Managing Director/Board Member July-2003

BTC CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

BTC CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



BTC Capital employs various methods of analysis in formulating its investment strategies. Such methods might include charting/technical analysis (evaluation of historical market data), fundamental analysis (evaluation of an investment’s “intrinsic” value), and cyclical analysis (analysis relative to economic conditions), among other methods.

BTC Capital’s general investment strategy, consistent with the tenets of modern portfolio theory, is to attempt to reduce risk and volatility by building diversified portfolios tailored to the needs of the client.

To implement this strategy, we typically create portfolios consisting of securities such as individual equities, bonds, mutual funds, ETF’s and other investment products and opportunities. When creating portfolios, BTC Capital will allocate the client's assets among various investments taking into consideration the overall manageme...
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BTC CAPITAL Portfolio Concentration

BTC CAPITAL Location

453 7TH STREET
DES MOINES, Iowa
UNITED STATES, 50309-3702

BTC CAPITAL Contact Information

Phone Number: 515-245-2416
Fax Number: 515-247-2054
Website:

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