GARCIA HAMILTON & Overview

Garcia Hamilton & Associates Lp is an investment advisor that manages 5 BN dollars in regulatory AUM and has 27 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 170MM in positions, representing 3% of the manager's regulatory AUM.

GARCIA HAMILTON & StockAlpha

-1.5%
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

GARCIA HAMILTON & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.83% Tech -2.29% 0.01% 0 42%
HD 3.79% Cons. Disc. 1.46% -0.01% 0 34%
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GARCIA HAMILTON & Founders and Key Employees

Name Title In Position Since
Gilbert A. Garcia Managing Partner, Director Of Fixed Income December-2005
Beth L. Mcwilliams Partner, Chief Compliance Officer October-2007
Janna K. Hamilton Partner July-2008
Curt E. Rohrman Partner, Portfolio Manager January-2009
James K. Lunday Partner, Chief Operating Officer January-2009
Ruby M. Dang Partner, Director Of Marketing & Client Services July-2014
Nancy Rodriguez Partner, Fixed Income Portfolio Manager July-2014
Stephanie J. Roberts Partner, Investment Analyst July-2014

GARCIA HAMILTON & Brokers, Custodians, Auditors and Administrators

Type Company

GARCIA HAMILTON & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize recu...
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GARCIA HAMILTON & Portfolio Concentration

GARCIA HAMILTON & Location

5 HOUSTON CENTER
1401 MCKINNEY ST., SUITE 1600
HOUSTON, Texas
UNITED STATES, 77010-4037

GARCIA HAMILTON & Contact Information

Phone Number: 713-853-2322
Fax Number: 713-853-2300
Website:

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Disclaimer

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