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 09/30/16. The fund's latest filing disclosed 321MM in positions, representing 55% of the manager's regulatory AUM.

HUTCHINSON 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

HUTCHINSON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JEC 7% Industrials 17.29% 0.63% 0 10%
INTC 6.66% Tech -8.82% -0.43% 0 25%
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FEATURED IN
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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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HUTCHINSON CAPITAL Portfolio Concentration

HUTCHINSON CAPITAL Location

700 LARKSPUR LANDING CIRCLE
SUITE 126
LARKSPUR, California
UNITED STATES, 94939

HUTCHINSON CAPITAL Contact Information

Phone Number: 415-464-5650
Fax Number: 415-464-5660
Website:

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