CHASE INVESTMENT Overview

Chase Investment Counsel Corp is an investment advisor that manages 404.6 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 226MM in positions, representing 56% of the manager's regulatory AUM.

CHASE INVESTMENT StockAlpha

-2.9%
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

CHASE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GOOGL 3.36% Tech -1.57% -0.08% 0 34%
PAYX 3.22% Tech 4.97% 0.14% 0 9%
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FEATURED IN
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CHASE INVESTMENT Founders and Key Employees

Name Title In Position Since
Derwood S. Chase Founder & Chairman Emeritus, Director, Shareholder January-2013
Peter W. Tuz President, Director, Senior Security Analyst, Shareholder April-2012
Brian J. Lazorishak Senior Vice President And Director, Senior Portfolio Manager, Shareholder October-2012
Stuart F. Chase Chairman Of The Board, Director, Shareholder January-2013
Gordon M. Marchand Director October-1997
Jennifer L. King Senior Vice President, Corporate Secretary, Director, Chief Operating Officer, Chief Compliance Officer, Shareholder June-2012
Edwin T. Burton Director, Shareholder January-2012
Steven J. Paggioli Director October-2008
Robert C. Klintworth Vice President, Portfolio Manager, Shareholder October-2012
Robert J. King Director December-2010
D S. Chase Shareholder January-1995
Luis Alvarez Director May-2013
Stephen K. Moore Director May-2014

CHASE INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

CHASE INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ………………………….

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CHASE INVESTMENT Portfolio Concentration

CHASE INVESTMENT Location

300 PRESTON AVE STE 500
CHARLOTTESVILLE, Virginia
UNITED STATES, 22902-5096

CHASE INVESTMENT Contact Information

Phone Number: 434-293-9104
Fax Number: 434-293-9002
Website:

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