CALLAN CAPITAL LLC Overview

Callan Capital Llc is an investment advisor that manages 704.9 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 243MM in positions, representing 34% of the manager's regulatory AUM.

CALLAN CAPITAL LLC StockAlpha

+13%
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

CALLAN CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PRF 21.44% ETF 5.09% 0.76% 3 1%
VEU 19.42% ETF -4.14% -1.11% 0 2%
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FEATURED IN
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CALLAN CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Trevor M. Callan Chief Executive Officer / Managing Member January-2007
Tim S. Callan President January-2007
Ryan J. Callan Chief Operating Officer / Chief Compliance Officer January-2007

CALLAN CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

CALLAN CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
Callan’s methods of analysis include cyclical analysis and fundamental analysis. Cyclical Analysis involves the process of making investment decisions based on the
different stages of a business cycle during a given point in time.

Fundamental analysis is a method of evaluating a security or fund and attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors.

The main sources of information include financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.

Investment Strategies

Callan employs 5 model portfolios. After consulting with the client and determining suitability, time horizon and risk tolerance we match the client with the...
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CALLAN CAPITAL LLC Portfolio Concentration

CALLAN CAPITAL LLC Location

1250 PROSPECT STREET
SUITE 1
LA JOLLA, California
UNITED STATES, 92037

CALLAN CAPITAL LLC Contact Information

Phone Number: 858-551-3800
Fax Number: 858-551-3801
Website:

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