CAPROCK GROUP INC. Overview
Caprock Group Inc. is an investment advisor that manages 2.4 BN dollars in regulatory AUM and has 28 employees, of which 26 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/20. The fund's latest filing disclosed 528MM in positions, representing 22% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/20. The fund's latest filing disclosed 528MM in positions, representing 22% of the manager's regulatory AUM.
CAPROCK GROUP INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPROCK GROUP INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 9.9% | ETF | 28.98% | 0.15% | 0 | 12% | ||
| VOO | 5.3% | ETF | 27.38% | -0.02% | 0 | 12% | ||
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FEATURED IN
CAPROCK GROUP INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark K. Gustafson | Managing Director | January-2004 |
| Alferd C. Olson | President & Managing Director | August-2005 |
| James R. Rock | Managing Director | August-2005 |
| William G. Gilbert | Managing Director | August-2005 |
| Matthew R. Weatherley-White | Managing Director | August-2005 |
| David A. Otander | Chief Compliance Officer | November-2005 |
| Gregory A. Brown | Managing Director | January-2007 |
CAPROCK GROUP INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Custodian | Pro |
CAPROCK GROUP INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategy
CAPROCK designs and implements customized portfolio for the clients that it serves. The portfolio construction and execution process can be summarized as follows:
Step 1) Initial Due Diligence & Information Gathering
• Document and asset level review, meetings with client and advisors
• Assess tax situation and legal structures (i.e. estate planning)
• Existing manager due diligence
Step 2) Construction of Lifetime Discounted Cash Flow Model & Client Balance Sheet
• Assess client’s cash flow needs
• Review current asset base and projected income versus future liabilities and spending
• Assess portfolio risk/return requirements
Step 3) Asset Allocation & Portfolio Design
• Generate series of portfolio scenarios – differing combinations of asset classes
...
Unlock Full Investment Process Description
Methods of Analysis and Investment Strategy
CAPROCK designs and implements customized portfolio for the clients that it serves. The portfolio construction and execution process can be summarized as follows:
Step 1) Initial Due Diligence & Information Gathering
• Document and asset level review, meetings with client and advisors
• Assess tax situation and legal structures (i.e. estate planning)
• Existing manager due diligence
Step 2) Construction of Lifetime Discounted Cash Flow Model & Client Balance Sheet
• Assess client’s cash flow needs
• Review current asset base and projected income versus future liabilities and spending
• Assess portfolio risk/return requirements
Step 3) Asset Allocation & Portfolio Design
• Generate series of portfolio scenarios – differing combinations of asset classes
...
Unlock Full Investment Process Description
CAPROCK GROUP INC. Portfolio Concentration
CAPROCK GROUP INC. Location
805 WEST IDAHO STREET
SUITE 200
BOISE, Idaho
UNITED STATES, 83702
SUITE 200
BOISE, Idaho
UNITED STATES, 83702
CAPROCK GROUP INC. Contact Information
Phone Number: (208) 368-9600
Fax Number: (208) 368-9602
Website: http://www.i3impact.com
Fax Number: (208) 368-9602
Website: http://www.i3impact.com
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