CHEVIOT VALUE Overview
Cheviot Value Management Llc is an investment advisor that manages 261.4 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 06/31/18. The fund's latest filing disclosed 204MM in positions, representing 78% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 06/31/18. The fund's latest filing disclosed 204MM in positions, representing 78% of the manager's regulatory AUM.
CHEVIOT VALUE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CHEVIOT VALUE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 17.57% | Financials | 17.63% | 1.92% | 0 | 27% | ||
| MSFT | 6.17% | Tech | 12.12% | 0.34% | 0 | 40% | ||
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FEATURED IN
CHEVIOT VALUE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David A. Horvitz | Manager, Chief Compliance Officer | January-2013 |
| Darren C. Pollock | Manager | January-2013 |
CHEVIOT VALUE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CHEVIOT VALUE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
CVM manages all client accounts using a value-oriented discipline. CVM generally uses diversification in an effort to optimize the risk and potential return of client accounts. More specifically, we utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. However, client accounts may be concentrated at times and the portfolio composition will vary according to the current views and market outlook determinations of Darren C. Pollock, David A. Horvitz, and Dixon Karmindro.
Methods of Analysis for Selecting Securities
CVM uses fundamental analysis in the selection of individual equity and fixed income securities. Fundamental analysis typically involves analysis of corporate financial statements, management presentations, specialized research publications, and general news sources. Ad...
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Methods of Analysis and Investment Strategies
CVM manages all client accounts using a value-oriented discipline. CVM generally uses diversification in an effort to optimize the risk and potential return of client accounts. More specifically, we utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. However, client accounts may be concentrated at times and the portfolio composition will vary according to the current views and market outlook determinations of Darren C. Pollock, David A. Horvitz, and Dixon Karmindro.
Methods of Analysis for Selecting Securities
CVM uses fundamental analysis in the selection of individual equity and fixed income securities. Fundamental analysis typically involves analysis of corporate financial statements, management presentations, specialized research publications, and general news sources. Ad...
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CHEVIOT VALUE Portfolio Concentration
CHEVIOT VALUE Location
9595 WILSHIRE BLVD.
PH 1001
BEVERLY HILLS, California
UNITED STATES, 90212
PH 1001
BEVERLY HILLS, California
UNITED STATES, 90212
CHEVIOT VALUE Contact Information
Phone Number: 310-451-8600
Fax Number: 310-451-7765
Website: http://www.cheviotvalue.com
Fax Number: 310-451-7765
Website: http://www.cheviotvalue.com
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