HUTCHINSON CAPITAL Overview
Hutchinson Capital Management is an investment advisor that manages 586.8 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 384MM in positions, representing 66% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 384MM in positions, representing 66% of the manager's regulatory AUM.
HUTCHINSON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HUTCHINSON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 5.6% | Financials | 3.73% | 4.76% | 0 | 36% | ||
| BAC | 5.55% | Financials | 14.52% | 7.29% | 0 | 30% | ||
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FEATURED IN
HUTCHINSON CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William D. Hutchinson | Ceo/Chairman Of The Board | September-2010 |
| Steven K. Wilkes | President, Chief Compliance Officer | September-2010 |
| Gage T. Houser | Vice President, Portfolio Manager | June-2011 |
HUTCHINSON CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HUTCHINSON CAPITAL Investment Strategy
Item 8 - METHODS OF ANALYSIS, INVESTMENT STRATEGIES, Risk of Loss METHODS OF ANALYSIS
In the Firm’s team-oriented research and analysis process emphasizes a thorough understanding of a company's operations, its competitive strategies, and the ability of its management to succeed with these strategies. As value investors, the Firm buys high-quality stocks when the following conditions exist: the stock price may be depressed; the earnings outlook may be somewhat unclear; the stock may be out-of-favor with many investors; management has identified the primary challenge(s) it faces; there is confidence in management’s ability to execute looking forward. In the Firm’s equity research process the focus is on finding companies with the following characteristics: exceptional management teams; strong balance sheets; solid cash flow; sustainable competitive advantages; consistent financial and operating
ratios; attractive valuations. After a buy decision is made, the Firm determ...
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In the Firm’s team-oriented research and analysis process emphasizes a thorough understanding of a company's operations, its competitive strategies, and the ability of its management to succeed with these strategies. As value investors, the Firm buys high-quality stocks when the following conditions exist: the stock price may be depressed; the earnings outlook may be somewhat unclear; the stock may be out-of-favor with many investors; management has identified the primary challenge(s) it faces; there is confidence in management’s ability to execute looking forward. In the Firm’s equity research process the focus is on finding companies with the following characteristics: exceptional management teams; strong balance sheets; solid cash flow; sustainable competitive advantages; consistent financial and operating
ratios; attractive valuations. After a buy decision is made, the Firm determ...
Unlock Full Investment Process Description
HUTCHINSON CAPITAL Portfolio Concentration
HUTCHINSON CAPITAL Location
700 LARKSPUR LANDING CIRCLE
SUITE 126
LARKSPUR, California
UNITED STATES, 94939
SUITE 126
LARKSPUR, California
UNITED STATES, 94939
HUTCHINSON CAPITAL Contact Information
Phone Number: 415-464-5650
Fax Number: 415-464-5660
Website: http://www.hutchinsoncapital.com
Fax Number: 415-464-5660
Website: http://www.hutchinsoncapital.com
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