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 to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
CHAPTER IV INVESTORS StockAlpha
| Top 25% |
0yr StockAlpha
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Fundamental & Technical Factor Exposure
CHAPTER IV INVESTORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
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.
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.
CHAPTER IV INVESTORS Portfolio Concentration
CHAPTER IV INVESTORS Location
301 SOUTH TRYON STREET, SUITE 1850
CHARLOTTE, North Carolina
UNITED STATES, 28202
CHARLOTTE, North Carolina
UNITED STATES, 28202
CHAPTER IV INVESTORS Contact Information
Phone Number: 704-644-4070
Fax Number: 704-644-4080
Website: https://www.chapterivinvestors.com
Fax Number: 704-644-4080
Website: https://www.chapterivinvestors.com
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