HORAN CAPITAL Overview

Horan Capital Advisors Llc. is an investment advisor that manages 224 MM dollars in regulatory AUM and has 12 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/13 to 09/30/16. The fund's latest filing disclosed 126MM in positions, representing 56% of the manager's regulatory AUM.

HORAN CAPITAL StockAlpha

-1.8%
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

HORAN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HEDJ 9.35% ETF 5.28% -0.01% 0 5%
IJH 8.6% ETF 9.38% 0.4% 0 5%
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FEATURED IN
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HORAN CAPITAL Founders and Key Employees

Name Title In Position Since
Terence L. Horan President March-2010
Nicholas C. Reilly Principal May-2010
David I. Templeton Principal May-2010
Mark A. Bennett Principal May-2010
Michael E. Tragesser Chief Compliance Officer November-2011
Kurt B. Krebs Chief Financial Officer June-2011

HORAN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

HORAN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Horan Capital Advisors, LLC specializes in managing client portfolios primarily comprised of equities, bonds, REITS, ETFs, open‐end or closed‐end bond and/or equity funds and other appropriate investment products. Horan Capital Advisors, LLC manages client accounts with strategies developed to meet each client’s goals and objectives through an interview process and/or formal investment policy statement. Our core approach manages for growth of principal by selecting high quality securities frequently providing distributions of income. We select investments and manage risk through asset class diversification and tactical decision‐making. Our long‐term approach allows us to take advantage of undervalued investments and manage for taxable consequences. Comprehensive research complemented with a disciplined, repeatable process is critical to our long‐term investment success.

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HORAN CAPITAL Portfolio Concentration

HORAN CAPITAL Location

4990 EAST GALBRAITH ROAD
CINCINNATI, Ohio
UNITED STATES, 45236

HORAN CAPITAL Contact Information

Phone Number: 513-745-0707
Fax Number: DECEMBER
Website:

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