CLAYTON DUBILIER & Overview
Clayton Dubilier & Rice Llc is an investment advisor that manages 19.8 BN dollars in regulatory AUM and has 80 employees, of which 50 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/31/18. The fund's latest filing disclosed 788MM in positions, representing 4% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/31/18. The fund's latest filing disclosed 788MM in positions, representing 4% of the manager's regulatory AUM.
CLAYTON DUBILIER & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CLAYTON DUBILIER & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NCS | 60.79% | Industrials | -33.57% | -23.14% | 78 | 7% | ||
| UNVR | 38.43% | Materials | 4.91% | 1.96% | 9 | 9% | ||
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FEATURED IN
CLAYTON DUBILIER & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Donald J. Gogel | Chairman And Chief Executive Officer | October-2009 |
| Theresa A. Gore | Chief Financial Officer | October-2009 |
| John P. Malfettone | Chief Compliance Officer | January-2011 |
| Kevin J. Conway | Vp, Secretary And Asst. Treasurer | October-2009 |
| Sonja Terraneo | Managing Director Of Cd&R Gmbh | March-2011 |
CLAYTON DUBILIER & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
CLAYTON DUBILIER & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
The investment strategy of the Funds is to realize significant long-term capital gains by investing in equity, equity-related and other securities and obligations of entities (a) formed to effect, or that are the subject of, leveraged buy-out transactions, (b) that are being recapitalized or (c) that require capital for operations or business expansion. The Funds primarily pursue investments in non-core divisions of large corporations, which are typically in need of strategic and operational transformation. These businesses are often market leaders in attractive industries but have underperformed their potential due to a lack of strategic fit and support from the previous corporate parent.
The Adviser typically obtains information with respect to potential portfolio companies from management and other representatives of such companies. The Adviser util...
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Methods of Analysis and Investment Strategies
The investment strategy of the Funds is to realize significant long-term capital gains by investing in equity, equity-related and other securities and obligations of entities (a) formed to effect, or that are the subject of, leveraged buy-out transactions, (b) that are being recapitalized or (c) that require capital for operations or business expansion. The Funds primarily pursue investments in non-core divisions of large corporations, which are typically in need of strategic and operational transformation. These businesses are often market leaders in attractive industries but have underperformed their potential due to a lack of strategic fit and support from the previous corporate parent.
The Adviser typically obtains information with respect to potential portfolio companies from management and other representatives of such companies. The Adviser util...
Unlock Full Investment Process Description
CLAYTON DUBILIER & Portfolio Concentration
CLAYTON DUBILIER & Location
375 PARK AVENUE
18TH FLOOR
NEW YORK, New York
UNITED STATES, 10152
18TH FLOOR
NEW YORK, New York
UNITED STATES, 10152
CLAYTON DUBILIER & Contact Information
Phone Number: (212) 407-5200
Fax Number: (212) 407-5252
Website: http://www.cdr-inc.com/
Fax Number: (212) 407-5252
Website: http://www.cdr-inc.com/
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