VISTA CAPITAL Overview

Vista Capital Partners Inc. is an investment advisor that manages 861.4 MM dollars in regulatory AUM and has 15 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 355MM in positions, representing 41% of the manager's regulatory AUM.

VISTA CAPITAL StockAlpha

-0.1%
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

VISTA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTV 28.56% ETF 8.26% 1.02% 1 2%
VTI 23.92% ETF 5.23% 0.12% 0 10%
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FEATURED IN
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VISTA CAPITAL Founders and Key Employees

Name Title In Position Since
Michael J. Oreilly Principal December-2000
Douglas E. Johanson Chief Executive Officer May-2011
Dougal Williams Chief Investment Officer May-2011
John J. Convery Chief Compliance Officer/Chief Operating Officer March-2011
Robert D. Greenman Lead Advisor March-2015
Lindsey W. Williams Lead Advisor March-2015
Douglas L. Post Lead Advisor March-2015

VISTA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

VISTA CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Vista) will be profitable or equal any specific performance
level(s). Investing in securities involves risk of loss that clients should be prepared to bear.

Vista begins by developing a complete understanding of each client’s financial goals, tolerance for risk, time horizon, and income needs. Based on this information, Vista writes an investment plan, designed to deliver the greatest chance of achieving long-term success. A key feature of the investment plan is the asset allocation—the way in which assets will be
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divided between different investments (stocks, bonds, real estate, cash). Aca...
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VISTA CAPITAL Portfolio Concentration

VISTA CAPITAL Location

9755 SW BARNES ROAD
SUITE 595
PORTLAND, Oregon
UNITED STATES, 97225

VISTA CAPITAL Contact Information

Phone Number: 503-772-9500
Fax Number: 503-772-1229
Website:

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Disclaimer

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