CHURCHILL MANAGEMENT Overview

Churchill Management Corp is an investment advisor that manages 3.5 BN dollars in regulatory AUM and has 37 employees, of which 32 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 69% of the manager's regulatory AUM.

CHURCHILL MANAGEMENT StockAlpha

-2.1%
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

CHURCHILL MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 12.84% ETF 1.54% -0% 0 2%
SPY 12.45% ETF 1.56% 0% 0 29%
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FEATURED IN
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CHURCHILL MANAGEMENT Founders and Key Employees

Name Title In Position Since
Fred A. Fern Ceo, Director December-1966
Sherry B. Fern Director January-1967
Norton S. Karno Shareholder December-1969
Eileen A. Holmes Chief Compliance Officer, Director March-1971
David C. Messer Executive Vice President March-1979
Charles R. Conner President, Director January-2002
Theodore L. Fern Sr. Vp, Director December-1996

CHURCHILL MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

CHURCHILL MANAGEMENT Investment Strategy

Item 8 represent Churchill’s current intentions, are general in nature and are not exhaustive. Based on each client’s Management Agreement, there may be no limits on the types of securities in which Churchill may take positions on behalf of its clients, the types of positions it may take, the concentration of its investments or the amount of leverage that it may use. Churchill may use any trading or investment techniques, whether or not contemplated by the expected investment strategies described in this Form ADV 2. In addition, there are limitations in describing any investment strategy due to its complexity, confidentiality and indefinite nature. Depending on conditions and trends in securities markets and the economy generally, Churchill may pursue any objectives or use any techniques that it considers appropriate and in the interest of its clients to the extent permitted in a client’s Management Agreement.

Churchill offers several securities managemen...
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CHURCHILL MANAGEMENT Portfolio Concentration

CHURCHILL MANAGEMENT Location

5900 WILSHIRE BLVD
SUITE 400
LOS ANGELES, California
UNITED STATES, 90036

CHURCHILL MANAGEMENT Contact Information

Phone Number: 323-937-7110
Fax Number: 323-937-0408
Website:

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