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 06/30/21. The fund's latest filing disclosed 571MM in positions, representing 129% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/05 to 06/30/21. The fund's latest filing disclosed 571MM in positions, representing 129% of the manager's regulatory AUM.
VIOLICH CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VIOLICH CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 8.71% | Tech | 14.27% | -0.42% | 0 | 53% | ||
| AAPL | 7.57% | Tech | 26.85% | 0.47% | 0 | 47% | ||
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FEATURED IN
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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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
SUITE 3750
SAN FRANCISCO, California
UNITED STATES, 94111
VIOLICH CAPITAL Contact Information
Phone Number: 415-217-4444
Fax Number: 415-217-3240
Website: http://violichcapital.com
Fax Number: 415-217-3240
Website: http://violichcapital.com
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