RAUB BROCK CAPITAL Overview
Raub Brock Capital Management Lp is an investment advisor that manages 675.1 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 12/31/19. The fund's latest filing disclosed 570MM in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 12/31/19. The fund's latest filing disclosed 570MM in positions, representing 84% of the manager's regulatory AUM.
RAUB BROCK CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RAUB BROCK CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CDW | 4.91% | Tech | -34.52% | -1.2% | 0 | 11% | ||
| SHW | 4.79% | Materials | -21.05% | 0.12% | 0 | 17% | ||
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FEATURED IN
RAUB BROCK CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard H. Alpert | Limited Partner, Portfolio Manager, Chief Compliance Officer | July-2010 |
RAUB BROCK CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
RAUB BROCK CAPITAL Investment Strategy
Item 8 METHODS OF ANALYSIS, INVESTMENT STRATEGIES, Risk of Loss
METHODS OF ANALYSIS
Raub Brock’s primary method of analysis is fundamental analysis. Fundamental analysis involves analyzing real data, including overall economic and company-specific information available to determine the value of a particular investment. Sources of information used by Raub Brock include third-party research materials, company annual reports and other regulatory filings, and financial newspapers and periodicals.
We believe that dividend growth is the primary driver of long-term stock price appreciation. Accordingly, our efforts focus on identifying high quality companies that are able to deliver sustainable, above average growth in dividends. We invest in companies with growing dividends driven by consistent earnings and revenue growth, strong balance sheets, experienced management teams and leading products or services. We hold the view that such c...
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METHODS OF ANALYSIS
Raub Brock’s primary method of analysis is fundamental analysis. Fundamental analysis involves analyzing real data, including overall economic and company-specific information available to determine the value of a particular investment. Sources of information used by Raub Brock include third-party research materials, company annual reports and other regulatory filings, and financial newspapers and periodicals.
We believe that dividend growth is the primary driver of long-term stock price appreciation. Accordingly, our efforts focus on identifying high quality companies that are able to deliver sustainable, above average growth in dividends. We invest in companies with growing dividends driven by consistent earnings and revenue growth, strong balance sheets, experienced management teams and leading products or services. We hold the view that such c...
Unlock Full Investment Process Description
RAUB BROCK CAPITAL Portfolio Concentration
RAUB BROCK CAPITAL Location
700 LARKSPUR LANDING CIRCLE
SUITE 240
LARKSPUR, California
UNITED STATES, 94939
SUITE 240
LARKSPUR, California
UNITED STATES, 94939
RAUB BROCK CAPITAL Contact Information
Phone Number: 415-927-6990
Fax Number: 415-927-6996
Website: http://www.raubbrock.com
Fax Number: 415-927-6996
Website: http://www.raubbrock.com
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