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 09/30/16. The fund's latest filing disclosed 441MM in positions, representing 18% of the manager's regulatory AUM.

CAPROCK GROUP INC. StockAlpha

-4.5%
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

CAPROCK GROUP INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEA 4.6% ETF -3.85% -0.25% 0 8%
VTI 3.52% ETF 1.78% 0.01% 0 10%
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FEATURED IN
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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
...
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CAPROCK GROUP INC. Portfolio Concentration

CAPROCK GROUP INC. Location

805 WEST IDAHO STREET
SUITE 200
BOISE, Idaho
UNITED STATES, 83702

CAPROCK GROUP INC. Contact Information

Phone Number: (208) 368-9600
Fax Number: (208) 368-9602
Website:

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