There is insufficient data to calculate a profile for STONEBRIDGE CAPITAL MANAGEMENT INC. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.
STONEBRIDGE CAPITAL Overview
Stonebridge Capital Management Inc is an investment advisor that manages 476.7 MM dollars in regulatory AUM and has 9 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
STONEBRIDGE CAPITAL StockAlpha
| Top 25% |
0yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
STONEBRIDGE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
|
Get the Full Report |
||||||||
FEATURED IN
STONEBRIDGE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard C. Barrett | Chief Executive Officer, President & Managing Director | August-1979 |
| Debra L. Newman | Chief Compliance Officer, Executive Vice President, Corporate Secretary, Chief Financial Officer & Managing Director | August-1973 |
| Matthew W. Markatos | Executive Vice President & Managing Director | February-2000 |
| Karen H. Parris | Executive Vice President & Managing Director | March-1986 |
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 utilize fundamental analysis in making investment decisions for your portfolio regardless of the type of portfolio management you select. Please see item 4 for a description of our investment strategies. We employ a bottom-up approach to building your portfolio.
Equity Securities
We select equity securities by studying macro-economic and industry trends to determine where the best opportunities for growth might be found. We carefully analyze companies operating within these growth areas of the economy to determine their particular strengths and weaknesses, as well as their global competitive position. We use fundamental valuation measures to determine the best relative values given present market prices of stocks being considered for your portfolio.
Our primary criterion for selling a particular stock in a client’s portfolio, regardless of whether a client s...
Get the Full Report
Methods of Analysis
We utilize fundamental analysis in making investment decisions for your portfolio regardless of the type of portfolio management you select. Please see item 4 for a description of our investment strategies. We employ a bottom-up approach to building your portfolio.
Equity Securities
We select equity securities by studying macro-economic and industry trends to determine where the best opportunities for growth might be found. We carefully analyze companies operating within these growth areas of the economy to determine their particular strengths and weaknesses, as well as their global competitive position. We use fundamental valuation measures to determine the best relative values given present market prices of stocks being considered for your portfolio.
Our primary criterion for selling a particular stock in a client’s portfolio, regardless of whether a client s...
Get the Full Report
STONEBRIDGE CAPITAL Portfolio Concentration
STONEBRIDGE CAPITAL Location
STONEBRIDGE CAPITAL Contact Information
Phone Number:
Fax Number:
Website:
Fax Number:
Website:
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
