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 09/30/18. The fund's latest filing disclosed 487MM in positions, representing 57% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/18. The fund's latest filing disclosed 487MM in positions, representing 57% of the manager's regulatory AUM.
VISTA CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VISTA CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 31.52% | ETF | -8.29% | -0.08% | 0 | 11% | ||
| VTV | 24.2% | ETF | -5.77% | 0.5% | 1 | 6% | ||
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FEATURED IN
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
7
divided between different investments (stocks, bonds, real estate, cash). Aca...
Unlock Full Investment Process Description
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
7
divided between different investments (stocks, bonds, real estate, cash). Aca...
Unlock Full Investment Process Description
VISTA CAPITAL Portfolio Concentration
VISTA CAPITAL Location
9755 SW BARNES ROAD
SUITE 595
PORTLAND, Oregon
UNITED STATES, 97225
SUITE 595
PORTLAND, Oregon
UNITED STATES, 97225
VISTA CAPITAL Contact Information
Phone Number: 503-772-9500
Fax Number: 503-772-1229
Website: http://www.vistacp.com
Fax Number: 503-772-1229
Website: http://www.vistacp.com
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