VIOLICH CAPITAL Overview

Violich Capital Management Inc. is an investment advisor that manages 444 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/05 to 09/30/16. The fund's latest filing disclosed 285MM in positions, representing 64% of the manager's regulatory AUM.

VIOLICH CAPITAL StockAlpha

-1.6%
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

VIOLICH CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.44% Tech -2.99% -0.08% 0 42%
V 5.12% Tech -6.32% -0.26% 0 26%
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FEATURED IN
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VIOLICH CAPITAL Founders and Key Employees

Name Title In Position Since
Paul A. Violich Chief Compliance Officer June-1977
Adam A. Violich President And Chief Investment Officer April-2012

VIOLICH CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

VIOLICH CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Most of our clients’ portfolios are invested in a conservatively weighted combination of large capitalization equities and fixed income securities. The balance of fixed income securities and large capitalization equities is based on each client’s particular situation with the objective of protecting principal while achieving capital appreciation. We also provide a small capitalization equity strategy to a small number of clients who are willing to assume more risk for potentially higher returns.

Our investment strategy focuses on a blended top-down/bottom-up approach to construct an effective portfolio. Sector allocations are driven by the need for diversification and tailored to macroeconomic factors and investment themes. Our security analysts seek to identify high quality companies through qualitative research and proprietary quantitative screening. Specifically, the firm’s strategy stres...
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VIOLICH CAPITAL Portfolio Concentration

VIOLICH CAPITAL Location

FOUR EMBARCADERO CENTER
SUITE 3750
SAN FRANCISCO, California
UNITED STATES, 94111

VIOLICH CAPITAL Contact Information

Phone Number: 415-217-4444
Fax Number: 415-217-3240
Website:

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