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 06/30/21. The fund's latest filing disclosed 794MM in positions, representing 62% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 06/30/21. The fund's latest filing disclosed 794MM in positions, representing 62% of the manager's regulatory AUM.
PHOCAS FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PHOCAS FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CHX | 1.79% | Energy | -1.25% | -0.28% | 0 | 0% | ||
| TBBK | 1.5% | Financials | 40.42% | 0.4% | 1 | 0% | ||
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FEATURED IN
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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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
SUITE 106
ALAMEDA, California
UNITED STATES, 94501-1001
PHOCAS FINANCIAL Contact Information
Phone Number: 510-523-5800
Fax Number: 510-523-5801
Website: http://www.phocasfinancial.com
Fax Number: 510-523-5801
Website: http://www.phocasfinancial.com
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