DOWLING & YAHNKE LLC Overview

Dowling & Yahnke Llc is an investment advisor that manages 3 BN dollars in regulatory AUM and has 32 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 852MM in positions, representing 29% of the manager's regulatory AUM.

DOWLING & YAHNKE LLC StockAlpha

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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

DOWLING & YAHNKE LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RS 4.76% Materials 15.88% 0.54% 1 5%
KO 4.02% Cons. Staples -3.83% 0.03% 0 27%
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DOWLING & YAHNKE LLC Founders and Key Employees

Name Title In Position Since
William G. Beamer Chief Investment Officer October-2009
Mark J. Munoz Chief Operating Officer October-2009
Paul R. Temby Secretary October-2007
Karrol L. Gibbs Chief Compliance Officer July-2012
William G. Beamer President November-2013

DOWLING & YAHNKE LLC Brokers, Custodians, Auditors and Administrators

Type Company

DOWLING & YAHNKE LLC Investment Strategy

Item 8. Methods of Analysis, Investment Strategies, and Risk of Loss

Methods of Analysis and Sources of Information
The analysis and selection of securities for client portfolios is based on the cumulative investment
experience and research by the Firm’s investment professionals. Sources of information utilized for security analysis and investment decision making may be derived from, but not limited to, the following: (i) commercially available data and evaluation sources, (ii) securities rating services, (iii) general economic, market and financial information, (iv) due diligence reviews, (v) specific investment analyses, (vi) financial publications, periodicals, newspapers, journals, and academic white papers, (vii) prospectuses and statements of additional information, and (viii) other issuer‐prepared information.

The Firm’s advisers also attend various investment and financial planning conferences. Research is received from consultants, including fi...
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DOWLING & YAHNKE LLC Portfolio Concentration

DOWLING & YAHNKE LLC Location

12340 EL CAMINO REAL
SUITE 450
SAN DIEGO, California
UNITED STATES, 92130

DOWLING & YAHNKE LLC Contact Information

Phone Number: 858-509-9500
Fax Number: 858-509-9520
Website:

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