PHOCAS FINANCIAL Overview

Phocas Financial Corp. is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 8 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 1BN in positions, representing 104% of the manager's regulatory AUM.

PHOCAS FINANCIAL StockAlpha

-0.7%
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

PHOCAS FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NCR 1.82% Tech 27.87% 0.47% 1 13%
CW 1.31% Industrials 16.61% 0.09% 1 6%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

PHOCAS FINANCIAL Founders and Key Employees

Name Title In Position Since
William F. Schaff Ceo, President, Cfo And Director March-2005
James A. Murray Portfolio Manager March-2005
Stephen L. Block Portfolio Manager March-2006
Frances Chiu Chief Compliance Officer March-2009
Kevin F. Granger Portoflio Manager January-2012

PHOCAS FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

PHOCAS FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss U.S. Small Capitalization Value Equity and U.S. Large Capitalization Value Equity
These strategies employ fundamental research, GICS sector-peer decile ranking algorithms, and various ratio analyses to value investment candidates and portfolio holdings. At the portfolio level, risk is managed by observation of fundamental information, valuations, and portfolio diversification.


Real Estate Investment Trusts (REITs)
This strategy depends on fundamental research, compound valuation and various ratio analyses to value investment candidates and portfolio holdings. At the portfolio level, risk is managed by observation of fundamental information, valuations, and portfolio diversification.


Risk
These strategies may invest in foreign securities which involve political, economic and currency risks, greater volatility, and differences in accounting methods. The REIT strategy is non- diversified...
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PHOCAS FINANCIAL Portfolio Concentration

PHOCAS FINANCIAL Location

980 ATLANTIC AVENUE
SUITE 106
ALAMEDA, California
UNITED STATES, 94501-1001

PHOCAS FINANCIAL Contact Information

Phone Number: 510-523-5800
Fax Number: 510-523-5801
Website:

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