BTR CAPITAL Overview

Btr Capital Management Inc is an investment advisor that manages 575 MM dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 446MM in positions, representing 78% of the manager's regulatory AUM.

BTR CAPITAL StockAlpha

-2.7%
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

BTR CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.67% Tech -2.29% 0.01% 0 42%
MSFT 3.42% Tech 3.56% 0.21% 0 36%
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FEATURED IN
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BTR CAPITAL Founders and Key Employees

Name Title In Position Since
Stephen P. Yeatman Senior Vice President/Portfolio Mgr June-1989
Lewis H. Katcher Chief Investment Officer/Treasurer/B.O.D. June-1989
John A. Stratton President/Chief Compliance Officer/B.O.D. February-1993
Annamarie G. Formicola Senior Vice President October-1989
Jonathan W. Butler Senior Vice President/Portfolio Mgr/Secretary/B.O.D. August-2005
Elizabeth N. Ormeno Vice President February-2006
Mark A. Keeling Senior Vice President/Portfolio Mgr July-2009
Ward P. Lindenmayer Senior Vice President/Portfolio Mgr October-2011
Gregory A. Welch Senior Vice President/Portfolio Mgr February-2015
Robert C. Welch Vice President/Portfolio Mgr February-2015

BTR CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

BTR CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

BTR’s investment decision-making process begins with asset allocation, which flows directly from our clients’ individually prepared Guidelines and Objectives statements. An appropriate portfolio of stocks, bonds, and cash is carefully determined after considering a number of fundamental and technical factors. Among these considerations are the economic outlook and risks, particularly as they relate to current expectations, the buying power available to fuel an expected shift between market sectors, and the relative attractiveness of alternative investments or other uses of client funds. On an ongoing basis, we consider the risk/reward potential of each sector or strategy and determine an appropriate asset allocation for each portfolio objective.

Equity Methodology

As a relatively small organization, BTR makes its major equity decisions on a team basis. We primarily emphasize sector ...
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BTR CAPITAL Portfolio Concentration

BTR CAPITAL Location

550 KEARNY STREET
SUITE 510
SAN FRANCISCO, California
UNITED STATES, 94108

BTR CAPITAL Contact Information

Phone Number: 415-989-0100
Fax Number: 415-989-0123
Website:

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