CHAMPLAIN INVESTMENT Overview
Champlain Investment Partners Llc is an investment advisor that manages 6.6 BN dollars in regulatory AUM and has 25 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 03/31/20. The fund's latest filing disclosed 11BN in positions, representing 168% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 03/31/20. The fund's latest filing disclosed 11BN in positions, representing 168% of the manager's regulatory AUM.
CHAMPLAIN INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CHAMPLAIN INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IART | 2.49% | Health | 8.91% | -0.1% | 5 | 4% | ||
| CTLT | 2.3% | Health | 41.23% | 0.58% | 4 | 5% | ||
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FEATURED IN
CHAMPLAIN INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Wendy K. Nunez | Chief Compliance Officer | March-2009 |
CHAMPLAIN INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
CHAMPLAIN INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS AND INVESTMENT STRATEGIES
Champlain believes that investing in companies with sustainable competitive advantages, durable business models, sound balance sheets, with credible and sincere management at a discount to Fair or Intrinsic Value can, over time, provide attractive returns with less risk than the overall market. Our investment processes are focused on absolute returns and avoiding large losses, which we believe is critical to wealth creation. In all of our strategies we actively attempt to minimize business and valuation risk through our well-defined and consistent investment processes in which we employ fundamental analysis. Our internal due diligence process includes a thorough understanding of a company’s products or services (demand trends, competition, pricing, manufacturing issues and patents), an assessment of management (review of proxy and historical use of capital and cash operat...
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METHODS OF ANALYSIS AND INVESTMENT STRATEGIES
Champlain believes that investing in companies with sustainable competitive advantages, durable business models, sound balance sheets, with credible and sincere management at a discount to Fair or Intrinsic Value can, over time, provide attractive returns with less risk than the overall market. Our investment processes are focused on absolute returns and avoiding large losses, which we believe is critical to wealth creation. In all of our strategies we actively attempt to minimize business and valuation risk through our well-defined and consistent investment processes in which we employ fundamental analysis. Our internal due diligence process includes a thorough understanding of a company’s products or services (demand trends, competition, pricing, manufacturing issues and patents), an assessment of management (review of proxy and historical use of capital and cash operat...
Unlock Full Investment Process Description
CHAMPLAIN INVESTMENT Portfolio Concentration
CHAMPLAIN INVESTMENT Location
180 BATTERY STREET
SUITE 400
BURLINGTON, Vermont
UNITED STATES, 05401
SUITE 400
BURLINGTON, Vermont
UNITED STATES, 05401
CHAMPLAIN INVESTMENT Contact Information
Phone Number: (802) 846-6200
Fax Number: (802) 846-6213
Website: null
Fax Number: (802) 846-6213
Website: null
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