CAMELOT PORTFOLIOS Overview

Camelot Portfolios Llc is an investment advisor that manages 389.7 MM dollars in regulatory AUM and has 19 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 185MM in positions, representing 47% of the manager's regulatory AUM.

CAMELOT PORTFOLIOS StockAlpha

+222129%
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

CAMELOT PORTFOLIOS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FSD 5.25% ETF 1.39% 0% 6 3%
RNP 4.44% ETF -6.87% -0.38% 2 1%
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FEATURED IN
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CAMELOT PORTFOLIOS Founders and Key Employees

Name Title In Position Since
Darren T. Munn Ceo/Managing Member January-2006
Jennifer L. Rogers Chief Compliance Officer January-2013
Stephen L. Hanley Portfolio Manager / Chief Operations Officer December-2009
Sarah J. Berndt Chief Investment Strategist December-2009

CAMELOT PORTFOLIOS Brokers, Custodians, Auditors and Administrators

Type Company

CAMELOT PORTFOLIOS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

For a more complete discussion of Camelot Fund’s investment process, please refer to each individual
Mutual Fund’s prospectus.

As discussed in Item 4, Camelot Funds provides investment management services to investment companies. When managing the assets of an investment company, Camelot Funds creates and monitors a portfolio of investments designed to meet the investment guidelines of the investment company’s prospectus and the investment management agreement between Camelot Funds and the investment company.

When a client engages Camelot Funds, the firm will review a client’s portfolios, discuss the client’s investment objectives and risk tolerance as well as any potential investment restrictions, and plan a transition for the client’s assets from their current accounts to accounts managed by the firm. Transition plans will involve the placement of each client’s assets i...
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CAMELOT PORTFOLIOS Portfolio Concentration

CAMELOT PORTFOLIOS Location

1700 WOODLANDS DR
SUITE 100
MAUMEE, Ohio
UNITED STATES, 43537

CAMELOT PORTFOLIOS Contact Information

Phone Number: 419-794-0538
Fax Number: 419-794-0539
Website:

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