CHATHAM CAPITAL GROUP Overview

Chatham Capital Group Inc. is an investment advisor that manages 414 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 317MM in positions, representing 77% of the manager's regulatory AUM.

CHATHAM CAPITAL GROUP StockAlpha

-3.6%
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

CHATHAM CAPITAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCSH 8.53% ETF -1.24% -0.15% 0 3%
SHM 6.17% ETF -1.99% -0.15% 1 3%
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FEATURED IN
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CHATHAM CAPITAL GROUP Founders and Key Employees

Name Title In Position Since
Frederick L. Muller Principal May-1996
Bruce D. Fielitz Principal May-1996
Philip B. Palmer Chairman December-2003
Frederick R. Muller Ceo December-2003
William J. Fielitz Secretary December-2003
Elizabeth Alban Concepcion Chief Compliance Officer April-2014
Jason G. Allen Principal July-2014

CHATHAM CAPITAL GROUP Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro

CHATHAM CAPITAL GROUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Chatham brings a significant amount of investment experience and wealth management expertise to each client relationship. Chatham’s rigorous investment advisory process is the result of this experience, as well as the formal training of the principals. Through its ongoing research process, including weekly research meetings, Chatham’s investment team identifies investments that meet its selection criteria for inclusion in client portfolios and maintains a master list of equities that are approved for purchase.

In addition to its weekly research meetings, Chatham conducts quarterly asset allocation meetings where the principals revise asset allocation policy based on a rigorous assessment and evaluation of relevant capital markets data. Chatham focuses on asset allocation as the primary determinant of portfolio return.

Investments in the capital markets involve risk of loss of principal that all ...
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CHATHAM CAPITAL GROUP Portfolio Concentration

CHATHAM CAPITAL GROUP Location

6602 ABERCORN STREET
SUITE 100
SAVANNAH, Georgia
UNITED STATES, 31405

CHATHAM CAPITAL GROUP Contact Information

Phone Number: 912-691-2320
Fax Number: 912-691-0991
Website:

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