MCDONALD CAPITAL Overview

Mcdonald Capital Investors Inc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 103% of the manager's regulatory AUM.

MCDONALD CAPITAL StockAlpha

-1.3%
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

MCDONALD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PAYX 12.18% Tech 1.66% 0.44% 1 9%
PGR 11.31% Financials 6.48% -0.83% 1 8%
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FEATURED IN
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MCDONALD CAPITAL Founders and Key Employees

Name Title In Position Since
Andrew J. Mcdonald President July-1982
Trent H. Mcdonald Vice President January-1986
Linda M. Udall Chief Compliance Officer October-2004
Thomas F. Steyer Shareholder January-1994

MCDONALD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Prime Broker Pro

MCDONALD CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss Investing in equity and debt securities of any kind involves the risk of permanent capital loss (examples of which include business failure or impairment) and market loss (the risk that market
fluctuations cause the price of the security to fluctuate unfavorably). Clients should be prepared
to bear and accept these risks.

The investment approaches for all clients (equity, balanced and North Star Hedge Fund) were described in detail in Item 4.



A. Analysis, Investment Strategies and Risks for Equity and Balanced Accounts
MCI believes capital preservation is central to successful investing. MCI applies a value- oriented approach to investing that focuses on superior, growing businesses. We seek to profit from both the growth in economic value during our holding period and a more favorable pricing relative to intrinsic value. Each investment has been the subject of intensive preliminary and...
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MCDONALD CAPITAL Portfolio Concentration

MCDONALD CAPITAL Location

4 ORINDA WAY
SUITE 120-D
ORINDA, California
UNITED STATES, 94563

MCDONALD CAPITAL Contact Information

Phone Number: 925-258-5401
Fax Number: 925-258-1324
Website:

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