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 12/31/22. The fund's latest filing disclosed 209MM in positions, representing 44% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 209MM in positions, representing 44% of the manager's regulatory AUM.
STONEBRIDGE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STONEBRIDGE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.98% | Tech | 17.4% | -0.07% | 0 | 53% | ||
| AAPL | 6.78% | Tech | 28.32% | 0.63% | 0 | 45% | ||
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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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
STONEBRIDGE CAPITAL Portfolio Concentration
STONEBRIDGE CAPITAL Location
1801 CENTURY PARK EAST
SUITE 1800
LOS ANGELES, California
UNITED STATES, 90067
SUITE 1800
LOS ANGELES, California
UNITED STATES, 90067
STONEBRIDGE CAPITAL Contact Information
Phone Number: 310-277-1450
Fax Number: 310-277-1456
Website: http://www.stonebridgecapital.com
Fax Number: 310-277-1456
Website: http://www.stonebridgecapital.com
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