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 09/30/16. The fund's latest filing disclosed 239MM in positions, representing 23% of the manager's regulatory AUM.

VISION CAPITAL StockAlpha

-4.4%
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

VISION CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6.47% Tech -1.28% -0.14% 0 42%
IJH 4.61% ETF 8.41% 0.21% 0 5%
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FEATURED IN
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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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VISION CAPITAL Portfolio Concentration

VISION CAPITAL Location

ONE SW COLUMBIA
SUITE 915
PORTLAND, Oregon
UNITED STATES, 97258

VISION CAPITAL Contact Information

Phone Number: 503-221-5656
Fax Number: 503-221-3966
Website:

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