HOKANSON ASSOCIATES Overview

Hokanson Associates Inc. is an investment advisor that manages 579.1 MM dollars in regulatory AUM and has 12 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 12/31/15. The fund's latest filing disclosed 233MM in positions, representing 40% of the manager's regulatory AUM.

HOKANSON ASSOCIATES StockAlpha

-3.2%
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

HOKANSON ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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HOKANSON ASSOCIATES Founders and Key Employees

Name Title In Position Since
Neil C. Hokanson President June-1997
Linda K. Kitchens Director Of Client Services June-2009
Mark Petrie Vice President, Portfolio Manager November-2001
Maureen J. Gaare Chief Compliance Officer August-2011

HOKANSON ASSOCIATES Brokers, Custodians, Auditors and Administrators

Type Company

HOKANSON ASSOCIATES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
We use a combination of the following methods of analysis in formulating our investment advice and/or managing your 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 re...
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HOKANSON ASSOCIATES Portfolio Concentration

HOKANSON ASSOCIATES Location

201 LOMAS SANTA FE DR, STE 360
SOLANA BEACH, California
UNITED STATES, 92075

HOKANSON ASSOCIATES Contact Information

Phone Number: 858-755-8899
Fax Number: 858-755-4449
Website:

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