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 09/30/19. The fund's latest filing disclosed 4BN in positions, representing 116% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 09/30/19. The fund's latest filing disclosed 4BN in positions, representing 116% of the manager's regulatory AUM.
CHICKASAW CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CHICKASAW CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ET | 11.31% | Energy | -5.72% | -0.75% | 3 | 9% | ||
| EPD | 10.8% | Energy | -3.34% | -0.44% | 2 | 11% | ||
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FEATURED IN
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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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 ...
Unlock Full Investment Process Description
CHICKASAW CAPITAL Portfolio Concentration
CHICKASAW CAPITAL Location
6075 POPLAR AVE SUITE 720
MEMPHIS, Tennessee
UNITED STATES, 38119
MEMPHIS, Tennessee
UNITED STATES, 38119
CHICKASAW CAPITAL Contact Information
Phone Number: 901-537-1866
Fax Number: 901-537-1890
Website: http://www.chickasawcap.com
Fax Number: 901-537-1890
Website: http://www.chickasawcap.com
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