CHAUTAUQUA CAPITAL Overview

Chautauqua Capital Management is an investment advisor that manages 842.6 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 12/31/15. The fund's latest filing disclosed 317MM in positions, representing 38% of the manager's regulatory AUM.

CHAUTAUQUA CAPITAL StockAlpha

+1.7%
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

CHAUTAUQUA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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CHAUTAUQUA CAPITAL Founders and Key Employees

Name Title In Position Since
Brian M. Beitner Managing Member February-2009
John F. Lynch Chief Operating Officer March-2011
Richard R. Huber Chief Compliance Officer January-2013

CHAUTAUQUA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

CHAUTAUQUA CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Methods of Analysis and Investment Strategy

Under normal circumstances, CCM will invest at least 95% of its assets in equity securities of companies located in different regions around the world. The International Growth Equity strategy typically excludes U.S. headquartered companies while the Global Growth Equity strategy may include U.S. headquartered companies. The securities held in either strategy tend to be the stocks of medium to large capitalization companies ȋAs of
12/31/2014, the median market capitalization of companies held in the Global Growth
Equity strategy was $22 billion while the International Growth Equity strategy was $16 billion . Stocks of companies are chosen for inclusion in CCM strategies because they are expected to appreciate in excess of market expectations.

Both strategies have concentrated positions with holdings typically ranging between 25‐35 comp...
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CHAUTAUQUA CAPITAL Portfolio Concentration

CHAUTAUQUA CAPITAL Location

921 WALNUT STREET
SUITE 250
BOULDER, Colorado
UNITED STATES, 80302

CHAUTAUQUA CAPITAL Contact Information

Phone Number: 303-541-1545
Fax Number: 303-444-4850
Website:

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