PORTOLA GROUP INC Overview

Portola Group Inc is an investment advisor that manages 115.5 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/15. The fund's latest filing disclosed 76MM in positions, representing 65% of the manager's regulatory AUM.

PORTOLA GROUP INC StockAlpha

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Fundamental & Technical Factor Exposure

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EBIDTA Margin Debt/Assets Hedge Fund Crowding

PORTOLA GROUP INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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PORTOLA GROUP INC Founders and Key Employees

Name Title In Position Since
Robert C. Fitzwilson Director/President/Chief Investment Officer September-1979
Robert C. Fitzwilson Chief Compliance Officer/Chief Financial Officer November-2014

PORTOLA GROUP INC Brokers, Custodians, Auditors and Administrators

Type Company

PORTOLA GROUP INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS



SF:387630.2
We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a securi...
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PORTOLA GROUP INC Portfolio Concentration

PORTOLA GROUP INC Location

3150 ALMADEN EXPY
SUITE 233
SAN JOSE, California
UNITED STATES, 95118-1250

PORTOLA GROUP INC Contact Information

Phone Number: 650-854-7550
Fax Number: 650-854-8363
Website:

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