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 09/30/16. The fund's latest filing disclosed 321MM in positions, representing 48% of the manager's regulatory AUM.

RAUB BROCK CAPITAL StockAlpha

-1.6%
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

RAUB BROCK CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ACN 4.67% Tech -3% -0.04% 0 17%
MDT 4.54% Health -16.66% -0.54% 0 20%
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FEATURED IN
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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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RAUB BROCK CAPITAL Portfolio Concentration

RAUB BROCK CAPITAL Location

700 LARKSPUR LANDING CIRCLE
SUITE 240
LARKSPUR, California
UNITED STATES, 94939

RAUB BROCK CAPITAL Contact Information

Phone Number: 415-927-6990
Fax Number: 415-927-6996
Website:

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