HOERTKORN RICHARD Overview

Hoertkorn Richard Charles is an investment advisor that manages 149.4 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 128MM in positions, representing 86% of the manager's regulatory AUM.

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

HOERTKORN RICHARD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 7.68% Cons. Staples -6.82% -0.17% 0 24%
GE 6.67% Industrials 5.03% -0.16% 0 34%
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HOERTKORN RICHARD Founders and Key Employees

Name Title In Position Since
Richard C. Hoertkorn Sole Prop./Chief Compliance Officer February-1972

HOERTKORN RICHARD Brokers, Custodians, Auditors and Administrators

Type Company

HOERTKORN RICHARD Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ………………. 3

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HOERTKORN RICHARD Portfolio Concentration

HOERTKORN RICHARD Location

60 E. SIR FRANCIS DRAKE BLVD
SUITE 300
LARKSPUR, California
UNITED STATES, 94939

HOERTKORN RICHARD Contact Information

Phone Number: 415-482-8899
Fax Number: 415-482-8811
Website:

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