ORCA INVESTMENT Overview

Orca Investment Management Llc is an investment advisor that manages 218 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 96MM in positions, representing 44% of the manager's regulatory AUM.

ORCA INVESTMENT StockAlpha

-4.6%
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

ORCA INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VDSI 6.03% Tech -12.83% -0.9% 1 4%
HD 4.47% Cons. Disc. 4.21% -0.05% 0 34%
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FEATURED IN
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ORCA INVESTMENT Founders and Key Employees

Name Title In Position Since
Shawn P. Willard President, Managing Member May-2007
Kerwin L. Doughton Member, Senior Portfolio Manager January-2010
Kimberly S. Friel Member, Chief Compliance Officer January-2010
Roger K. Thomas Member, Fixed Income Portfolio Manager April-2012
William G. Barham Member, Senior Portfolio Manager January-2013

ORCA INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

ORCA INVESTMENT Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss

Methods of analysis:


Orca uses a combination of methods of analysis when studying securities. The methods work together to assist us in determining whether to, or when to, buy or sell a security. We generally use the following methods of analysis:


• Fundamental Analysis – the study of the security as an operating business. When we buy or sell a security of a company, we are taking or disposing of ownership in that business. Therefore we try to determine the value of that business by applying
ratios relative to a security’s price as it relates to earnings, debt, cash flow and other data. Fundamental analysis considers current and projected business growth and income and their expected impact on the value of the company and its related securities. Consideration is also given to management’s effectiveness in achieving company objectives, product markets, intellec...
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ORCA INVESTMENT Portfolio Concentration

ORCA INVESTMENT Location

738 SE KANE STREET
ROSEBURG, Oregon
UNITED STATES, 97470

ORCA INVESTMENT Contact Information

Phone Number: (541) 672-3469
Fax Number: (541) 672-1610
Website:

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