HILLCREST ASSET Overview

Hillcrest Asset Management Llc is an investment advisor that manages 350.2 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 434MM in positions, representing 124% of the manager's regulatory AUM.

HILLCREST ASSET 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

HILLCREST ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CPE 4.24% Energy 8.85% -0.21% 0 5%
SNX 3.19% Tech 11.13% 0.3% 0 4%
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HILLCREST ASSET Founders and Key Employees

Name Title In Position Since
Brian Bruce Chief Executive Officer August-2007
Deborah A. Trask Chief Compliance Officer August-2007
Douglas E. Stark Managing Director January-2008
Brandon L. Troegle Portfolio Manager October-2007

HILLCREST ASSET Brokers, Custodians, Auditors and Administrators

Type Company

HILLCREST ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss




Methods of Analysis


We believe a well-defined investment process starts with an overall philosophy of how stocks will outperform the market. Having an overall philosophy helps a manager make sure they are not exploiting random returns as skill.

The Hillcrest philosophy is based on the understanding that a portfolio of securities with a combination of attractive valuations and good earnings growth will consistently outperform its benchmark. The strategy’s primary emphasis is the use of quantitative techniques to select individual securities in what would be considered a bottom-up approach. Our approach is inherently non-linear relying less on statistical estimations and more on investment insight. A risk control discipline limits the over- or under- exposure of the portfolio to industry/sector concentration. Security selection is the key component of our alpha generation. We ...
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HILLCREST ASSET Portfolio Concentration

HILLCREST ASSET Location

2805 DALLAS PARKWAY
SUITE 250
PLANO, Texas
UNITED STATES, 75093

HILLCREST ASSET Contact Information

Phone Number: 469-666-6455
Fax Number: 469-666-6475
Website:

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