GAMBLE JONES Overview

Gamble Jones Investment Counsel is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 21 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 922MM in positions, representing 74% of the manager's regulatory AUM.

GAMBLE JONES StockAlpha

-2.7%
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

GAMBLE JONES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 29.48% Cons. Staples -6.25% -0.84% 0 24%
JNJ 3.17% Health -5.39% -0.03% 0 34%
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GAMBLE JONES Founders and Key Employees

Name Title In Position Since
Thomas S. Jones Partner January-1970
Thomas W. Bent Chairman January-2011
David M. Davis Partner January-2003
Alison J. Gamble President January-2011
Ashley J. Guerra Chief Compliance Officer January-2003
Charles C. Hackerman Treasurer December-2007
Scott R. Phillips Secretary January-2011
Thomas F. Jones Partner December-2005

GAMBLE JONES Brokers, Custodians, Auditors and Administrators

Type Company

GAMBLE JONES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


A. Gamble Jones primarily employs a long-term investment strategy and uses fundamental analysis to select securities for our clients’ portfolios. We also use other resources such as: financial publications and data services, research prepared by independent research companies, research prepared by brokerage firms, company annual reports and financial statements. Our traditional investment strategies include long term purchases (securities held at least one year), short-term purchases (securities sold within a year), and option writing, including covered calls and cash puts. We also build fixed income ladders with varying lengths of maturities based on current economic and interest rate environments. For some clients, the use of mutual funds, ETFs and REITs are appropriate. For SIMA clients, each account is managed according to the specific strategy selected. Investing in securities involves risk of loss tha...
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GAMBLE JONES Portfolio Concentration

GAMBLE JONES Location

301 E. COLORADO BOULEVARD
SUITE 802
PASADENA, California
UNITED STATES, 91101

GAMBLE JONES Contact Information

Phone Number: 626-795-7583
Fax Number: 626-795-7689
Website:

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