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 06/30/21. The fund's latest filing disclosed 240MM in positions, representing 62% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/30/21. The fund's latest filing disclosed 240MM in positions, representing 62% of the manager's regulatory AUM.
CAMELOT PORTFOLIOS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAMELOT PORTFOLIOS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NHF | 2.9% | ETF | 7.76% | 0.06% | 1 | 0% | ||
| HFRO | 2.77% | Financials | 6.75% | 0.01% | 1 | 0% | ||
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FEATURED IN
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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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
SUITE 100
MAUMEE, Ohio
UNITED STATES, 43537
CAMELOT PORTFOLIOS Contact Information
Phone Number: 419-794-0538
Fax Number: 419-794-0539
Website: http://camelotportfolios.com/
Fax Number: 419-794-0539
Website: http://camelotportfolios.com/
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