STONEBRIDGE CAPITAL Overview

Stonebridge Capital Advisors Llc is an investment advisor that manages 883.5 MM dollars in regulatory AUM and has 18 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 320MM in positions, representing 36% of the manager's regulatory AUM.

STONEBRIDGE CAPITAL StockAlpha

-0.7%
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

STONEBRIDGE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.95% Tech -2.99% -0.07% 0 42%
PG 3.25% Cons. Staples -6.82% -0.07% 0 24%
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FEATURED IN
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STONEBRIDGE CAPITAL Founders and Key Employees

Name Title In Position Since
Dennis T. Hippen Ceo February-1997
Allison Hippen Shareholder December-2000
Donald W. Young Shareholder February-2001
Dennis E. Nielsen Shareholder December-2000
Lynn B. Brown Shareholder February-2001
Robert A. Kincade President, Chief Compliance Officer, Coo November-2001
John K. Schonberg Portfolio Mgr January-2013

STONEBRIDGE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

STONEBRIDGE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS

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).

Our fundamental analysis includes having a clear understanding of the products and services of each company or entity we are researc...
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STONEBRIDGE CAPITAL Portfolio Concentration

STONEBRIDGE CAPITAL Location

2550 UNIVERSITY AVENUE WEST
SUITE 180-S
ST. PAUL, Minnesota
UNITED STATES, 55114-1017

STONEBRIDGE CAPITAL Contact Information

Phone Number: 651-251-1000
Fax Number: 651-251-1009
Website:

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