ONE CAPITAL Overview
One Capital Management Llc is an investment advisor that manages 869.3 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 06/30/17. The fund's latest filing disclosed 340MM in positions, representing 39% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 06/30/17. The fund's latest filing disclosed 340MM in positions, representing 39% of the manager's regulatory AUM.
ONE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ONE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EFG | 4.66% | ETF | 6.08% | -0.01% | 1 | 1% | ||
| EFV | 4.39% | ETF | 6.07% | -0.04% | 1 | 0% | ||
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FEATURED IN
ONE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dan Stridsberg | Managing Director/Chief Compliance Officer | September-2003 |
| Patrick J. Bowen | President | January-2004 |
| Steven R. Cowley | Chief Investment Officer | January-2004 |
| Donald H. Mcdonald | Managing Director | August-2001 |
ONE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ONE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
With an initial macroeconomic assessment and forecast we select securities using a fundamental research approach that includes current and forecasted developments of revenues, earnings, expenses, etc. all in order to do a valuation, whether to invest or not. We use public and independent
sources for assembling data as we do our analysis. Technical tools and research are used for reference and support in our fundamental method of analysis.
Investment Strategies
Beginning with a belief that portfolio structure is the single most important element to creating a successful investment portfolio and experience on an after‐tax basis, we build customized globally balanced portfolios. Our philosophy is that in order to achieve our clients' objectives, capital must be deployed around the globe to reach assets with high real return.
We blend active management of global lar...
Unlock Full Investment Process Description
Methods of Analysis
With an initial macroeconomic assessment and forecast we select securities using a fundamental research approach that includes current and forecasted developments of revenues, earnings, expenses, etc. all in order to do a valuation, whether to invest or not. We use public and independent
sources for assembling data as we do our analysis. Technical tools and research are used for reference and support in our fundamental method of analysis.
Investment Strategies
Beginning with a belief that portfolio structure is the single most important element to creating a successful investment portfolio and experience on an after‐tax basis, we build customized globally balanced portfolios. Our philosophy is that in order to achieve our clients' objectives, capital must be deployed around the globe to reach assets with high real return.
We blend active management of global lar...
Unlock Full Investment Process Description
ONE CAPITAL Portfolio Concentration
ONE CAPITAL Location
2945 TOWNSGATE ROAD
SUITE 300
WESTLAKE VILLAGE, California
UNITED STATES, 91361
SUITE 300
WESTLAKE VILLAGE, California
UNITED STATES, 91361
ONE CAPITAL Contact Information
Phone Number: 805.409.8150
Fax Number: 805.870.7677
Website: http://www.onecapital.com
Fax Number: 805.870.7677
Website: http://www.onecapital.com
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