CHESLEY TAFT & Overview

Chesley Taft & Associates Llc is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 11 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/01 to 09/30/16. The fund's latest filing disclosed 993MM in positions, representing 68% of the manager's regulatory AUM.

CHESLEY TAFT & StockAlpha

-1.5%
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

CHESLEY TAFT & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PEP 2.73% Cons. Staples -4.78% -0.05% 0 25%
DIS 2.56% Cons. Disc. 9.83% 0.13% 0 29%
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FEATURED IN
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CHESLEY TAFT & Founders and Key Employees

Name Title In Position Since
Faris F. Chesley Principal, Manager And Chairman June-2000
Joan M. Giardina Principal June-2003
Gregory J. Oleary Principal, Chief Compliance Officer January-2008
Brian A. Zavalkoff Principal June-2009
William A. Goldstein Principal, President May-2012
John J. Sobel Principal May-2012

CHESLEY TAFT & Brokers, Custodians, Auditors and Administrators

Type Company

CHESLEY TAFT & Investment Strategy

CHESLEY TAFT & Portfolio Concentration

CHESLEY TAFT & Location

135 S. LASALLE STREET
SUITE 2900
CHICAGO, Illinois
UNITED STATES, 60603

CHESLEY TAFT & Contact Information

Phone Number: 312-873-1260
Fax Number: 312-873-1250
Website:

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