CHICKASAW CAPITAL Overview

Chickasaw Capital Management Llc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 17 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 144% of the manager's regulatory AUM.

CHICKASAW CAPITAL StockAlpha

-1.1%
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

CHICKASAW CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TRGP 8.5% Energy 9.32% 0.09% 3 8%
WMB 8.28% Energy 0.33% -0.63% 1 10%
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FEATURED IN
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CHICKASAW CAPITAL Founders and Key Employees

Name Title In Position Since
Matthew G. Mead Member Class A Shares, Managing Member May-2003
Geoffrey P. Mavar Member Class A Shares; Managing Member May-2003
Debra A. Mcadoo Member Class B Shares, Cco October-2003
David N. Fleischer Member Class C Shares December-2006
Robert M. Walker Member Class B Shares January-2013

CHICKASAW CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

CHICKASAW CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Methods of Analysis

CCM’s primary methods of security analysis are fundamental and technical. When using fundamental analysis, we generally rely on, among other things, company earnings, balance sheet variables and management quality which are used to predict the future value of an investment. Data we review is generally considered reliable but we can not guarantee nor have we verified its accuracy. In addition, the data that we review is sometimes subjective in nature and open to interpretation. Even if our data and interpretation of the data is correct, there may be other factors that determine the value of securities other than those considered in fundamental analysis.

When using technical analysis we review statistics to determine trends in security prices and make our investment decisions based on those trends. This analysis may only be able to predict ...
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CHICKASAW CAPITAL Portfolio Concentration

CHICKASAW CAPITAL Location

6075 POPLAR AVE SUITE 720
MEMPHIS, Tennessee
UNITED STATES, 38119

CHICKASAW CAPITAL Contact Information

Phone Number: 901-537-1866
Fax Number: 901-537-1890
Website:

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Disclaimer

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