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 09/30/16. The fund's latest filing disclosed 161MM in positions, representing 62% of the manager's regulatory AUM.

CHEVIOT VALUE StockAlpha

-1.9%
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

CHEVIOT VALUE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 16.8% Financials 10.83% -0.87% 0 28%
JNJ 7.67% Health -5.06% -0.07% 0 34%
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FEATURED IN
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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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CHEVIOT VALUE Portfolio Concentration

CHEVIOT VALUE Location

9595 WILSHIRE BLVD.
PH 1001
BEVERLY HILLS, California
UNITED STATES, 90212

CHEVIOT VALUE Contact Information

Phone Number: 310-451-8600
Fax Number: 310-451-7765
Website:

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