RBO & COMPANY LLC Overview

Rbo & Company Llc is an investment advisor that manages 330.5 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/01 to 09/30/16. The fund's latest filing disclosed 314MM in positions, representing 95% of the manager's regulatory AUM.

RBO & COMPANY LLC StockAlpha

-0.9%
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

RBO & COMPANY LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 8.09% Health -4.48% -0.05% 0 34%
PM 5.63% Cons. Staples -9.3% -0.26% 0 24%
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RBO & COMPANY LLC Founders and Key Employees

Name Title In Position Since
John M. Oliver Managing Member January-2007
Vivian L. Robison Chief Compliance Officer March-2012

RBO & COMPANY LLC Brokers, Custodians, Auditors and Administrators

Type Company

RBO & COMPANY LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
RBO follows a bottom-up, security by security analysis process rather than relying on
top-down macro analysis. While RBO will constantly monitor macro developments and
assess how these developments affect specific asset classes and individual securities, the firm will not make investment decisions based solely on macro or thematic forecasts.

RBO is free to look for investment ideas across market capitalizations, industries, and countries. Ideas are found in a variety of ways including: general press articles, trade magazines, industry contacts, quantitative screens, trade shows or research reports. On- site company visits with management, including competitors, customers and suppliers meaningfully contribute to our research process. RBO generally will not undertake investments without first speaking with company representatives.




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RBO & COMPANY LLC Portfolio Concentration

RBO & COMPANY LLC Location

1478 RAILROAD AVENUE SUITE 1
ST. HELENA, California
UNITED STATES, 94574-1145

RBO & COMPANY LLC Contact Information

Phone Number: 707-963-1231
Fax Number: 707-963-1647
Website:

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