HORAN CAPITAL Overview

Horan Capital Management is an investment advisor that manages 456.6 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 377MM in positions, representing 83% of the manager's regulatory AUM.

HORAN CAPITAL StockAlpha

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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
BRK.B 5.35% Financials 10.33% -0.24% 0 28%
GOOG 5.09% Tech -3.45% -0.06% 0 34%
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FEATURED IN
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HORAN CAPITAL Founders and Key Employees

Name Title In Position Since
Patrick J. Horan Chairman And Senior Financial Advisor January-2014
John G. Heinlein Chief Executive Officer And Portfolio Manager February-1995
Paul J. Piccone Chief Compliance Officer September-2010
Matt Rockstroh Chief Operating Officer March-2014

HORAN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

HORAN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Methods of Securities Analysis
Form ADV Part 2A, Item 8

We evaluate the client’s investments to determine whether they correspond with his/her financial objectives. We design and propose a portfolio to help clients attain their financial goals. HCM uses fundamental analysis to determine acceptable investments for client portfolios. Asset allocation can be used to create proper diversification of asset classes (depending on investment objective) to minimize risk and maximize returns within a client’s risk tolerance. HCM may use mutual funds or separate account mangers or third party money managers to accomplish asset allocation. We also offer non- diversified (in terms of multiple asset classes), single asset class portfolios. Clients should maintain a long-term outlook
on investing due to day-to-day market volatility.

By its nature, Financial Planning looks at the long-term. Aft...
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HORAN CAPITAL Portfolio Concentration

HORAN CAPITAL Location

20 WIGHT AVENUE
SUITE 155
HUNT VALLEY, Maryland
UNITED STATES, 21030

HORAN CAPITAL Contact Information

Phone Number: 410-494-4380
Fax Number: 410-494-4388
Website:

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