PACIFIC GLOBAL Overview

Pacific Global Investment Management Company is an investment advisor that manages 659.2 MM dollars in regulatory AUM and has 30 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 452MM in positions, representing 69% of the manager's regulatory AUM.

PACIFIC GLOBAL StockAlpha

-8.5%
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

PACIFIC GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.36% Tech 4.78% 0.14% 0 36%
JNJ 2.17% Health -4.48% -0.01% 0 34%
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FEATURED IN
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PACIFIC GLOBAL Founders and Key Employees

Name Title In Position Since
George A. Henning Ceo,D January-1992
Barbara A. Kelley Chief Compliance Officer, Evp,D December-1999
Catherine L. Henning Sr Vice President & Secretary April-2004
Jingjing Yan Vice President, Treasurer July-2007
Catherine L. Henning Director April-2011
Edward L. Apple Director July-2012
Victoria L. Breen Director, Assistant Secretary January-1992
Herbert H. Nishida Director March-2001
Robert P. Kruczek Director February-2014
Robert P. Kruczek Vice Chairman March-2014

PACIFIC GLOBAL Brokers, Custodians, Auditors and Administrators

Type Company

PACIFIC GLOBAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
Pacific Global utilizes a variety of methods and strategies when formulating investment advice and managing client assets. Pacific Global’s security research primarily relies on fundamental analysis that attempts to measure intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Specifically,

 Potential equity investments are identified through a proprietary screening process that focuses on factors including balance sheet strength, growth rates, returns on invested capital, and P/E ratios. Investment candidates are also identified in consideration of factors such as company reorganizations, new management teams, new product developments, economic and sector cycles, and analysts’ research. Pacific Global also evaluates the ownership structure of the company as well as the stock’s daily trading volumes and price fluctuations...
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PACIFIC GLOBAL Portfolio Concentration

PACIFIC GLOBAL Location

101 N. BRAND BLVD
STE 1950
GLENDALE, California
UNITED STATES, 91203

PACIFIC GLOBAL Contact Information

Phone Number: 818-242-6693
Fax Number: 818-242-5952
Website:

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