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 06/30/21. The fund's latest filing disclosed 447MM in positions, representing 43% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 447MM in positions, representing 43% of the manager's regulatory AUM.
CADINHA & COMPANY LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CADINHA & COMPANY LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TLT | 15.06% | ETF | -10.28% | -1.33% | 0 | 4% | ||
| JNJ | 6.11% | Health | -7.35% | -0.2% | 0 | 37% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
CADINHA & COMPANY LLC Portfolio Concentration
CADINHA & COMPANY LLC Location
900 FORT ST. MALL, STE. 1450
HONOLULU, Hawaii
UNITED STATES, 96813-3713
HONOLULU, Hawaii
UNITED STATES, 96813-3713
CADINHA & COMPANY LLC Contact Information
Phone Number: 808-523-9488
Fax Number: 808-526-9725
Website: null
Fax Number: 808-526-9725
Website: null
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