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 09/30/16. The fund's latest filing disclosed 755MM in positions, representing 73% of the manager's regulatory AUM.

DONALDSON CAPITAL 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

DONALDSON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 4.16% Health -4.59% -0.02% 0 34%
MSFT 3.86% Tech 5.25% 0.26% 0 36%
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FEATURED IN
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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 ...
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DONALDSON CAPITAL Portfolio Concentration

DONALDSON CAPITAL Location

20 NORTHWEST FIRST STREET
FIFTH FLOOR
EVANSVILLE, Indiana
UNITED STATES, 47708

DONALDSON CAPITAL Contact Information

Phone Number: 812-421-3211
Fax Number: 812-421-3214
Website:

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