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 09/30/21. The fund's latest filing disclosed 641MM in positions, representing 111% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 641MM in positions, representing 111% of the manager's regulatory AUM.
BTR CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BTR CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.37% | Tech | 4.53% | -0.31% | 0 | 43% | ||
| MSFT | 4.97% | Tech | 4.1% | -0.29% | 0 | 55% | ||
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FEATURED IN
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’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 ...
Get the Full Report
BTR CAPITAL Portfolio Concentration
BTR CAPITAL Location
550 KEARNY STREET
SUITE 510
SAN FRANCISCO, California
UNITED STATES, 94108
SUITE 510
SAN FRANCISCO, California
UNITED STATES, 94108
BTR CAPITAL Contact Information
Phone Number: 415-989-0100
Fax Number: 415-989-0123
Website: http://www.btrcap.com
Fax Number: 415-989-0123
Website: http://www.btrcap.com
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