OSHER VAN DE VOORDE Overview

Osher Van De Voorde Investment Management is an investment advisor that manages 264.1 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 168MM in positions, representing 64% of the manager's regulatory AUM.

OSHER VAN DE VOORDE 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

OSHER VAN DE VOORDE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QCOM 7.09% Tech 0.86% -0.01% 0 23%
AAPL 5.72% Tech -0.31% -0.09% 0 42%
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OSHER VAN DE VOORDE Founders and Key Employees

Name Title In Position Since
Robert C. Osher Chairman August-1992
James M. Vandevoorde President And Chief Compliance Officer August-1993

OSHER VAN DE VOORDE Brokers, Custodians, Auditors and Administrators

Type Company

OSHER VAN DE VOORDE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Method of Analysis

OVIM employs both quantitative and qualitative/fundamental analysis. While quantitative screens help automate the identification of attractive valuation ranges, fundamental research analyzes the unique investment characteristics of individual companies, as well as how particular industries react to economic trends. Technical analysis, the usage of charts to identify price trends, is used as an auxiliary tool to help identify favorable entry points.

The crux of our research and analysis incorporates both growth and value investing. Whereas growth investing favors those companies with consistently increasing earnings, value investing looks for underpriced opportunities among comparable companies with sound fundamentals. OVIM’s core equity investment strategy is often described as "growth at a reasonable price" or "GARP".

Investment Strategy

Our equity inves...
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OSHER VAN DE VOORDE Portfolio Concentration

OSHER VAN DE VOORDE Location

125 NORTH RAYMOND AVENUE
SUITE 309
PASADENA, California
UNITED STATES, 91103

OSHER VAN DE VOORDE Contact Information

Phone Number: 626-844-7184
Fax Number: 626-844-7185
Website:

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