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 03/31/19. The fund's latest filing disclosed 389MM in positions, representing 94% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 389MM in positions, representing 94% of the manager's regulatory AUM.
CHATHAM CAPITAL GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CHATHAM CAPITAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VCSH | 5.28% | ETF | 2.2% | 0.08% | 0 | 5% | ||
| SHM | 4.31% | ETF | 1.2% | 0.02% | 1 | 4% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
CHATHAM CAPITAL GROUP Portfolio Concentration
CHATHAM CAPITAL GROUP Location
6602 ABERCORN STREET
SUITE 100
SAVANNAH, Georgia
UNITED STATES, 31405
SUITE 100
SAVANNAH, Georgia
UNITED STATES, 31405
CHATHAM CAPITAL GROUP Contact Information
Phone Number: 912-691-2320
Fax Number: 912-691-0991
Website: http://chathamcapitalgroup.com
Fax Number: 912-691-0991
Website: http://chathamcapitalgroup.com
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