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 03/31/17. The fund's latest filing disclosed 439MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 03/31/17. The fund's latest filing disclosed 439MM in positions, representing 96% 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 | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 6.38% | Financials | 1.93% | -0.07% | 0 | 31% | ||
| AMZN | 4.96% | Cons. Disc. | 11.71% | 0.42% | 0 | 32% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
HORAN CAPITAL Portfolio Concentration
HORAN CAPITAL Location
20 WIGHT AVENUE
SUITE 155
HUNT VALLEY, Maryland
UNITED STATES, 21030
SUITE 155
HUNT VALLEY, Maryland
UNITED STATES, 21030
HORAN CAPITAL Contact Information
Phone Number: 410-494-4380
Fax Number: 410-494-4388
Website: http://www.horancm.com
Fax Number: 410-494-4388
Website: http://www.horancm.com
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