300 NORTH CAPITAL LLC Overview

300 North Capital Llc is an investment advisor that manages 487.5 MM dollars in regulatory AUM and has 12 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/15. The fund's latest filing disclosed 16MM in positions, representing 3% of the manager's regulatory AUM.

300 NORTH CAPITAL LLC StockAlpha

-3.3%
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

300 NORTH CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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300 NORTH CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Richard S. Campagna Managing Director, Chairman Of The Board, Ceo & Cio September-2008
James M. Landreth Managing Director October-2008
Erin Chetwood Svp, Chief Compliance Officer And Chief Operating Officer January-2009
Derek S. Johnston Sr. Vp - Portfolio Manager August-2011
Jennifer A. Mccabe Svp, Chief Financial Officer August-2014

300 NORTH CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

300 NORTH CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Small Cap, Mid Cap, and SMID Growth Equity

300NC’s investment approach for small cap, mid-cap, and SMID cap strategies focuses primarily on fundamental, bottom-up research. In addition, we overlay a top-down strategic outlook. Our equity universe consists of U.S. companies, American Depository Receipts, and relevant U.S. traded foreign companies with market capitalizations in the range of the relative Russell growth index.

Our philosophy is driven by five fundamental beliefs: higher quality companies outperform lower quality companies; relative to its growth rate, less expensive stocks outperform more expensive stocks; higher growth companies outperform lower growth companies; companies with accelerating fundamentals outperform companies with decelerating fundamentals; and minimizing losses and managing exposure (risk management) are
5
crucial components of performanc...
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300 NORTH CAPITAL LLC Portfolio Concentration

300 NORTH CAPITAL LLC Location

300 NORTH LAKE AVE.
SUITE #210
PASADENA, California
UNITED STATES, 91101

300 NORTH CAPITAL LLC Contact Information

Phone Number: 626-449-8500
Fax Number: 626-395-5546
Website:

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