CS MCKEE LP Overview

Cs Mckee Lp is an investment advisor that manages 10.7 BN dollars in regulatory AUM and has 34 employees, of which 12 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 15% of the manager's regulatory AUM.

CS MCKEE LP StockAlpha

-2%
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

CS MCKEE LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.7% Tech -2.29% 0.01% 0 42%
EOG 3.35% Energy 7.46% 0.02% 0 18%
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CS MCKEE LP Founders and Key Employees

Name Title In Position Since
Eugene M. Natali Ceo & General Partner January-2002
Gregory M. Melvin Exec Vp, Cio, & General Partner January-2002
Ulf A. Skreppen Chief Compliance Officer January-2002
Boyd M. Hanson Marketing Manager January-2002
Bryan R. Johanson Fixed Income Portfolio Manager March-1994
Robert A. Mcgee Equity Portfolio Manager October-2000
Jack P. White Fixed Income Portfolio Manager September-1997
Brian S. Allen Fixed Income Portfolio Manager April-1999
Eugene M. Natali Marketing Manager January-2002
Karen A. Gray Executive Assistant January-2002
Lori A. Bollman Marketing Assistant January-2002
Mark R. Gensheimer President April-2007
Kenneth E. Gotwald Systems Administrator January-2002
Terry L. Wolfe Trader January-2002
Bridget E. Melvin Limited Partner January-2002
Patricia R. Melvin Limited Partner January-2002
Danielle J. Melvin Limited Partner January-2002
Janine C. Melvin Limited Partner January-2002
John C. Melvin Limited Partner January-2002
Robert M. Rossi Marketing Manager September-2008
Mary Jo Manning Marketing Assistant September-2009
Matthew S. Wickline Equity Analyst September-2009
Shawna M. Aufman Equity Portfolio Manager September-2009
Soundar Nadarajan Performance Analyst September-2009
Andrew M. Faderewski Senior Fixed Income Analyst December-2009
Leonard J. Boss Operations Manager September-2009
Jeffrey R. Davidek Marketing Manager September-2009
Theresa M. Costanzo Client Accountant September-2009
Kelly L. Lesko Controller September-2009
Zachary K. Hubert Fixed Income Analyst May-2010
Michael P. Donnelly Equity Portfolio Manager January-2012
Shane M. Nickolich Client Accountant April-2012
Linda A. Karhu Client Accountant March-2012
Michael J. Donnelly Equity Portfolio Manager August-2013
Nancy A. Banker Marketing Manager April-2013

CS MCKEE LP Brokers, Custodians, Auditors and Administrators

Type Company

CS MCKEE LP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Although McKee reduces the potential loss to a client by diversifying its investments within all of its strategies, clients should be prepared to bear losses. With the exception of McKee’s Absolute Return product, leverage is not used, so the most clients risk losing is limited to the amount invested.


EQUITY METHODOLOGY


Cash flow-based quantitative models and a proprietary risk assessment model coupled with comprehensive qualitative analysis are involved in the stock selection process.





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Stock Selection: Three distinct models are used as components of McKee’s quantitative analysis. These models are run concurrently against a universe comprised of stocks in the specific product’s appropriate benchmark index. Each model generates a top-to-bottom ranking of all stocks in the universe.

 The Fundamental Model seeks the best combination of ...
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CS MCKEE LP Portfolio Concentration

CS MCKEE LP Location

ONE GATEWAY CENTER
8TH FLOOR
PITTSBURGH, Pennsylvania
UNITED STATES, 15222

CS MCKEE LP Contact Information

Phone Number: 412-566-1234
Fax Number: 412-566-1557
Website:

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