QUEST INVESTMENT Overview
Quest Investment Management Inc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 729MM in positions, representing 59% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 729MM in positions, representing 59% of the manager's regulatory AUM.
QUEST INVESTMENT StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
QUEST INVESTMENT Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
AAPL | 5.66% | Tech | 9.89% | -0% | 0 | 45% | ||
MSFT | 4.81% | Tech | 13.35% | 0.16% | 0 | 53% | ||
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QUEST INVESTMENT Founders and Key Employees
Name | Title | In Position Since |
---|
Monte L. Johnson | Chairman/Director | February-1985 |
Cameron M. Johnson | Ceo/Chief Compliance Officer/Director | February-1985 |
Kevin Johnson | Secretary/Treas. Senior Vice President/Director | March-1996 |
QUEST INVESTMENT Brokers, Custodians, Auditors and Administrators
Type | Company |
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QUEST INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Methods Used
We use the following methods of analysis to manage your assets:
Charting. We review charts of market and security activity 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 measure the intrinsic value of a security by looking at economic and financial factors, such as the overall economy, industry conditions, and the financial condition and management of a given company. This helps us 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).
Technical Analysis. We analyze past market movements and apply that analysis
to the present. This helps us recognize recurring patterns of investor behavior and potentially predict future price...
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Methods of Analysis
Methods Used
We use the following methods of analysis to manage your assets:
Charting. We review charts of market and security activity 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 measure the intrinsic value of a security by looking at economic and financial factors, such as the overall economy, industry conditions, and the financial condition and management of a given company. This helps us 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).
Technical Analysis. We analyze past market movements and apply that analysis
to the present. This helps us recognize recurring patterns of investor behavior and potentially predict future price...
Get the Full Report
QUEST INVESTMENT Portfolio Concentration
QUEST INVESTMENT Location
ONE SW COLUMBIA ST.
SUITE 1100
PORTLAND, Oregon
UNITED STATES, 97258
SUITE 1100
PORTLAND, Oregon
UNITED STATES, 97258
QUEST INVESTMENT Contact Information
Phone Number: 503-221-0158
Fax Number: 503-221-0575
Website: http://www.questinvestment.com
Fax Number: 503-221-0575
Website: http://www.questinvestment.com
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