CHAPTER IV INVESTORS Overview

Chapter Iv Investors Llc is a hedge fund that manages 385.1 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 302MM in positions, representing 78% of the manager's regulatory AUM.

CHAPTER IV INVESTORS StockAlpha

+7.1%
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

CHAPTER IV INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MLM 22.53% Materials 26.05% 4.6% 0 17%
RRC 17.64% Energy -0.93% -1.62% 0 14%
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CHAPTER IV INVESTORS Founders and Key Employees

Name Title In Position Since
Ryan J. Jack Investment Partner July-2007
William B. Hauptfuhrer Chief Executive Officer July-2006
Kimberly S. Zeitvogel Chief Compliance Officer June-2014

CHAPTER IV INVESTORS Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

CHAPTER IV INVESTORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies

The Fund LPA provides the Registrant with some investment flexibility. To date, all of the Fund’s investments have been in publicly traded securities; it is expected that publicly traded securities will comprise the bulk of the Fund’s investment portfolio going forward. The Registrant intends to remain focused on businesses that: (i) pass a rigorous due diligence review process, (ii) possess requisite fundamentals that make them attractive long-term investment prospects, (iii) afford attractive risk/reward characteristics for investors, (iv) are trading at substantial discounts to Chapter IV’s view of long-term intrinsic values and (v) Mr. Hauptfuhrer would be comfortable owning 100% of personally, capital permitting. Once an investment is made, Chapter IV takes a patient, long-term approach, often holding investments for an extended period of time. Unlock Full Investment Process Description

CHAPTER IV INVESTORS Portfolio Concentration

CHAPTER IV INVESTORS Location

301 SOUTH TRYON STREET, SUITE 1850
CHARLOTTE, North Carolina
UNITED STATES, 28202

CHAPTER IV INVESTORS Contact Information

Phone Number: 704-644-4070
Fax Number: 704-644-4080
Website:

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