DONALDSON CAPITAL Overview
Donaldson Capital Management Llc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 27 employees, of which 17 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/10 to 09/30/21. The fund's latest filing disclosed 2BN in positions, representing 191% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 09/30/21. The fund's latest filing disclosed 2BN in positions, representing 191% of the manager's regulatory AUM.
DONALDSON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
DONALDSON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.98% | Tech | 6.16% | -0.32% | 0 | 39% | ||
| MSFT | 4.7% | Tech | 19.44% | 0.34% | 0 | 45% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
DONALDSON CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gregory C. Donaldson | Chairman/Manager | November-1994 |
| Michael D. Hull | President/Manager | January-2000 |
| Richard W. Roop | Vice-President/Manager | August-2002 |
| Randall K. Alsman | Vice-President/Manager | August-2007 |
| Joseph P. Zabratanski | Vice-President/Manager | November-2011 |
| Alan N. Shovers | Director | December-2012 |
| Ciavon R. Hartman | Chief Compliance Officer | January-2014 |
| Marvin J. Wright | Manager | January-2014 |
| Brandon R. Roop | Dir-Institutional Services/Manager | October-2010 |
| Matthew K. Markle | Dir-Investment Operations/Manager | December-2008 |
| Steven H. Nichols | Director | January-2015 |
DONALDSON CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DONALDSON CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Donaldson Capital Management uses the following methods of analysis in formulating investment advice.
Fundamental - Fundamental analysis of a security involves analyzing everything that can affect its value such as its business financial statements and health, its management and competitive advantages, and
its competitors and markets. This method of security analysis is considered to be the opposite of technical
analysis. Fundamental analysis is about using real data to evaluate a security's value. Although most analysts use fundamental analysis to value stocks, this method of valuation can be used for just about any type of security.
Technical - Technical analysis of a security maintains that all information is reflected already in the stock price. It is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume. Technical analysts ...
Unlock Full Investment Process Description
Donaldson Capital Management uses the following methods of analysis in formulating investment advice.
Fundamental - Fundamental analysis of a security involves analyzing everything that can affect its value such as its business financial statements and health, its management and competitive advantages, and
its competitors and markets. This method of security analysis is considered to be the opposite of technical
analysis. Fundamental analysis is about using real data to evaluate a security's value. Although most analysts use fundamental analysis to value stocks, this method of valuation can be used for just about any type of security.
Technical - Technical analysis of a security maintains that all information is reflected already in the stock price. It is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume. Technical analysts ...
Unlock Full Investment Process Description
DONALDSON CAPITAL Portfolio Concentration
DONALDSON CAPITAL Location
20 NORTHWEST FIRST STREET
FIFTH FLOOR
EVANSVILLE, Indiana
UNITED STATES, 47708
FIFTH FLOOR
EVANSVILLE, Indiana
UNITED STATES, 47708
DONALDSON CAPITAL Contact Information
Phone Number: 812-421-3211
Fax Number: 812-421-3214
Website: null
Fax Number: 812-421-3214
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here