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 09/30/16. The fund's latest filing disclosed 347MM in positions, representing 3% of the manager's regulatory AUM.

BDT CAPITAL PARTNERS StockAlpha

-14.5%
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

BDT CAPITAL PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CFX 100% Industrials 22.69% 12.68% 12 6%
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FEATURED IN
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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” Unlock Full Investment Process Description

BDT CAPITAL PARTNERS Portfolio Concentration

BDT CAPITAL PARTNERS Location

401 NORTH MICHIGAN AVENUE
SUITE 3100
CHICAGO, Illinois
UNITED STATES, 60611

BDT CAPITAL PARTNERS Contact Information

Phone Number: 312-660-7300
Fax Number: 312-832-1707
Website:

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