VISION CAPITAL Overview
Vision Capital Management Inc. is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 12 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 552MM in positions, representing 52% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 552MM in positions, representing 52% of the manager's regulatory AUM.
VISION CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VISION CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 9.29% | ETF | 5.06% | 0% | 0 | 17% | ||
| VEA | 7.95% | ETF | 2.08% | -0.18% | 0 | 15% | ||
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FEATURED IN
VISION CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Suzanne P. Mcgrath | President/Director/Partner | July-1999 |
| Marina L. Johnson | Chief Investment Officer/Director/Partner | July-1999 |
| Clifford M. Yount | Chief Compliance Officer | September-2011 |
| Sarah W. Quist | Director/Partner | December-2014 |
| Todd S. Jessup | Director/Partner | December-2014 |
VISION CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VISION CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies We Use to Manage Your Assets
General
We are an entrepreneurial organization, and our investment process is team driven. Our approach allows for effective vetting of ideas and timely decision making. Our investment committee meets at least weekly to review general market conditions, as well as events and disclosures relevant to individual securities in client portfolios. At our meetings, we follow a decision process that starts with a traditional top-down assessment of the overall economy, followed by allocation strategy discussions based on our overall economic assessment. Based on the processes discussed below in this Item 8, one or more members of the committee then make specific investment decisions on individual securities, mutual funds and ETFs. In some cases,
Vision Capital Management, Inc.
Form ADV Part 2A – Disclosure...
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Methods of Analysis and Investment Strategies We Use to Manage Your Assets
General
We are an entrepreneurial organization, and our investment process is team driven. Our approach allows for effective vetting of ideas and timely decision making. Our investment committee meets at least weekly to review general market conditions, as well as events and disclosures relevant to individual securities in client portfolios. At our meetings, we follow a decision process that starts with a traditional top-down assessment of the overall economy, followed by allocation strategy discussions based on our overall economic assessment. Based on the processes discussed below in this Item 8, one or more members of the committee then make specific investment decisions on individual securities, mutual funds and ETFs. In some cases,
Vision Capital Management, Inc.
Form ADV Part 2A – Disclosure...
Unlock Full Investment Process Description
VISION CAPITAL Portfolio Concentration
VISION CAPITAL Location
ONE SW COLUMBIA
SUITE 915
PORTLAND, Oregon
UNITED STATES, 97258
SUITE 915
PORTLAND, Oregon
UNITED STATES, 97258
VISION CAPITAL Contact Information
Phone Number: 503-221-5656
Fax Number: 503-221-3966
Website: null
Fax Number: 503-221-3966
Website: null
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