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 06/31/18. The fund's latest filing disclosed 105MM in positions, representing 47% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/13 to 06/31/18. The fund's latest filing disclosed 105MM in positions, representing 47% of the manager's regulatory AUM.
HORAN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HORAN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWD | 10.35% | ETF | 6.51% | -0.03% | 0 | 6% | ||
| IDV | 8.27% | ETF | 3.52% | -0.2% | 0 | 4% | ||
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FEATURED IN
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 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.
...
Unlock Full Investment Process Description
HORAN CAPITAL Portfolio Concentration
HORAN CAPITAL Location
4990 EAST GALBRAITH ROAD
CINCINNATI, Ohio
UNITED STATES, 45236
CINCINNATI, Ohio
UNITED STATES, 45236
HORAN CAPITAL Contact Information
Phone Number: 513-745-0707
Fax Number: DECEMBER
Website: http://www.horancapitaladvisors.com
Fax Number: DECEMBER
Website: http://www.horancapitaladvisors.com
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