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 03/31/01 to 09/30/16. The fund's latest filing disclosed 233MM in positions, representing 49% of the manager's regulatory AUM.

STONEBRIDGE CAPITAL StockAlpha

-1.8%
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
JNJ 4.47% Health -5.3% -0.04% 0 34%
INTC 4.02% Tech -5.25% -0.25% 0 25%
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FEATURED IN
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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...
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STONEBRIDGE CAPITAL Portfolio Concentration

STONEBRIDGE CAPITAL Location

1801 CENTURY PARK EAST
SUITE 1800
LOS ANGELES, California
UNITED STATES, 90067

STONEBRIDGE CAPITAL Contact Information

Phone Number: 310-277-1450
Fax Number: 310-277-1456
Website:

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