CADINHA & COMPANY LLC Overview

Cadinha & Company Llc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 23 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 491MM in positions, representing 48% of the manager's regulatory AUM.

CADINHA & COMPANY LLC StockAlpha

-0.4%
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

CADINHA & COMPANY LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DIA 6% ETF 5.3% 0.23% 0 4%
BRK.B 5.54% Financials 10.33% -0.25% 0 28%
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CADINHA & COMPANY LLC Founders and Key Employees

Name Title In Position Since
Harlan J. Cadinha Chairman/Chief Investment Strategist/Director December-2006
Kaleialoha K. Cadinha-Pua'A President/Ceo/Director December-2006
Neil T. Rose Evp/Cio/Director December-2006
Neil T. Rose Chief Compliance Officer March-2015

CADINHA & COMPANY LLC Brokers, Custodians, Auditors and Administrators

Type Company

CADINHA & COMPANY LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We use a number of analyses in formulating investment advice and managing client assets, including:

- Top-down and macroeconomic analysis. We analyze overall economic trends and data as well as fiscal and monetary policies to get a “big picture” view of capital markets. We develop outlooks indicating which asset classes, types, sectors, and styles may be overvalued/risky or undervalued. Client’s asset allocation at any given time is largely based on this work. Our bond strategies are largely shaped by our top down work as we focus mostly on duration strategies that seek to take advantage of perceived movements in interest rates.

- Fundamental analysis. We also conduct continuous research on a bottom-up basis, identifying asset classes and individual securities with attractive characteristics relative to its price.

- Technical analysis (or trend analysis). We will use te...
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CADINHA & COMPANY LLC Portfolio Concentration

CADINHA & COMPANY LLC Location

900 FORT ST. MALL, STE. 1450
HONOLULU, Hawaii
UNITED STATES, 96813-3713

CADINHA & COMPANY LLC Contact Information

Phone Number: 808-523-9488
Fax Number: 808-526-9725
Website:

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