BDT CAPITAL PARTNERS Overview
Bdt Capital Partners Llc is an investment advisor that manages 11.4 BN dollars in regulatory AUM and has 50 employees, of which 35 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 06/31/18. The fund's latest filing disclosed 328MM in positions, representing 3% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 06/31/18. The fund's latest filing disclosed 328MM in positions, representing 3% of the manager's regulatory AUM.
BDT CAPITAL PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BDT CAPITAL PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CFX | 100% | Industrials | 21.45% | 7.54% | 10 | 3% | ||
|
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FEATURED IN
BDT CAPITAL PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Byron D. Trott | Chairman And Ceo | April-2009 |
| William R. Bush | Vice Chairman And General Counsel | April-2009 |
| San W. Orr | Co-Coo & Head Of Advisory Services | April-2009 |
| Donald F. Mclellan | Managing Director And Cco | April-2009 |
| Michael E. Burns | Cfo | April-2009 |
| Chad M. Feingold | Managing Director & Cao | April-2009 |
| Robert L. Verigan | Managing Director And Associate General Counsel | October-2013 |
| Dan H. Jester | Co-Coo | November-2013 |
BDT CAPITAL PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
BDT CAPITAL PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
The Adviser principally focuses on situations where the Adviser believes it can provide attractive capital solutions to family, founder and entrepreneur-controlled companies. The Funds seek to make opportunistic investments across a broad range of industries and geographic regions, with investment guidelines that provide structuring flexibility. The Adviser anticipates that Fund investments will be principally focused in the United States and Europe. The Adviser’s financial services business occasionally generates investment opportunities for the Funds.
Fund investments will be made in privately-held and/or publicly-traded companies and are likely to include minority investments and control stakes, opportunistic investments in public and private debt, equity, hybrid securities, options and warrants as well as participating in “going private”
Methods of Analysis and Investment Strategies
The Adviser principally focuses on situations where the Adviser believes it can provide attractive capital solutions to family, founder and entrepreneur-controlled companies. The Funds seek to make opportunistic investments across a broad range of industries and geographic regions, with investment guidelines that provide structuring flexibility. The Adviser anticipates that Fund investments will be principally focused in the United States and Europe. The Adviser’s financial services business occasionally generates investment opportunities for the Funds.
Fund investments will be made in privately-held and/or publicly-traded companies and are likely to include minority investments and control stakes, opportunistic investments in public and private debt, equity, hybrid securities, options and warrants as well as participating in “going private”
BDT CAPITAL PARTNERS Portfolio Concentration
BDT CAPITAL PARTNERS Location
401 NORTH MICHIGAN AVENUE
SUITE 3100
CHICAGO, Illinois
UNITED STATES, 60611
SUITE 3100
CHICAGO, Illinois
UNITED STATES, 60611
BDT CAPITAL PARTNERS Contact Information
Phone Number: 312-660-7300
Fax Number: 312-832-1707
Website: null
Fax Number: 312-832-1707
Website: null
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