Pacific Ridge Capital Partners

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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14 Years

in Business

(503) 886-8970Call Visit WebsiteVisit Website Map & DirectionsDirections4949 Meadows Rd Ste 125Lake Oswego, OR 97035 Write a ReviewWrite Review

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Pacific Ridge Capital Partners

Investment Management
Our initial review of any investment candidate is done in isolation from our existing portfolios. If the company looks attractive to us, we then determine how it fits into the collection of firms that we already own. First, we ask two questions: Do we have enough cash to buy the security and is the stock more attractive than the least attractive idea we already own? If the answer to either question is yes, then we deliberate as to whether its addition would make the portfolios overly exposed to a certain set of conditions, or risks, that we should be concerned about. This vetting process is commonly called Portfolio Management—and it’s the topic of this quarter’s commentary.

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More Info

Email

Extra Phones

Fax: (503) 886-8995

Phone: (541) 782-5977

Location

4900 Meadows Bldg

AKA

Capital Partners Pacific Ridge

Pacific Ridge Capital Partners, LLC

Other Link

https://www.pacificridgecapital.com/contact

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers

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Phone: (503) 886-8970

Address: 4949 Meadows Rd Ste 125, Lake Oswego, OR 97035

Website: https://www.pacificridgecapital.com/contact

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Pacific Ridge Capital Partners

Investment Management
Our initial review of any investment candidate is done in isolation from our existing portfolios. If the company looks attractive to us, we then determine how it fits into the collection of firms that we already own. First, we ask two questions: Do we have enough cash to buy the security and is the stock more attractive than the least attractive idea we already own? If the answer to either question is yes, then we deliberate as to whether its addition would make the portfolios overly exposed to a certain set of conditions, or risks, that we should be concerned about. This vetting process is commonly called Portfolio Management—and it’s the topic of this quarter’s commentary.
Mutual Funds
Ryan is a founding partner of Pacific Ridge Capital. Before joining the firm, Ryan was portfolio manager and chief compliance officer at Scott Creek Capital Management (2006-2009) and a portfolio manager for the Benson Value Team at Wells Capital Management (2003-2006). He was also an analyst and trader at Benson Associates (1997-2003) and a mutual fund trader at U.S. Bancorp. Ryan earned his bachelor's degree in Business Administration from the University of Portland (1996).
Bonds
Money Market Funds
The first place we look is at the mutual fund and ETF data. It's a good sample, representing over $13 trillion, according to the Investment Company Institute. Fund flow data gives us a good indication of where investors are looking to invest. Recent fund flow data indicates that since May 2007, investors have been favoring bonds over equities. The trend has been quite clear since 2008, with dollars flowing out from equity and money market funds and moving into bond funds. The simple answer is that demand for equity and money market funds has been decreasing and demand for bonds has been rising. One might expect that as demand has increased, supply would adjust and new prices would be established.

Asset Management
On a final note, we’ve relocated our offices across the street and up three flights of stairs. With a bit more space and a more accommodating layout, our new digs will let us serve you better today and into the future. With a practical and ethical approach to trading and our contrarian strategy of asset management, we look forward to welcoming you to our nice but not “flashy” offices on your next visit to the Portland area.

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