FAIRPOINTE CAPITAL Overview

Fairpointe Capital Llc is an investment advisor that manages 7.7 BN dollars in regulatory AUM and has 15 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/11 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 57% of the manager's regulatory AUM.

FAIRPOINTE CAPITAL StockAlpha

+2.6%
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

FAIRPOINTE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CPA 4.23% Industrials 4.64% -0.26% 3 7%
JNPR 4.01% Tech 15.77% 0.6% 2 9%
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FAIRPOINTE CAPITAL Founders and Key Employees

Name Title In Position Since
Thyra E. Zerhusen Managing Member, Chief Executive Officer And Chief Investment Officer December-2010
Robert S. Burnstine President February-2011
Robert J. Lukaszewicz Chief Financial Officer/Chief Operating Officer February-2011
Marie L. Lorden Portfolio Manager February-2011
Mary L. Pierson Co-Chief Executive Officer And Portfolio Manager February-2015
Michelle J. Katauskas Chief Compliance Officer June-2011

FAIRPOINTE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

FAIRPOINTE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Fairpointe Capital LLC manages equity portfolios for clients. Fairpointe employs a fundamental bottom-up, valuation-based process to select companies that are believed to be inefficiently priced relative to their earnings growth outlook over the next three to five years. Fairpointe has a preference for companies with products and services that make their customers more efficient or profitable, and are critical to their customer’s success. Fairpointe looks for companies with compelling business models, financial strength, experienced management, and attractive valuation. Fairpointe utilizes regulatory filings, company press releases, meetings with company management, analyst reports, financial journals, industry conferences, and in-depth knowledge and contacts acquired over decades of investing to generate new ideas. Security selection is based on identifying companies with a catalyst for change, strong or improving ...
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FAIRPOINTE CAPITAL Portfolio Concentration

FAIRPOINTE CAPITAL Location

ONE NORTH FRANKLIN STREET
SUITE 3300
CHICAGO, Illinois
UNITED STATES, 60606-2401

FAIRPOINTE CAPITAL Contact Information

Phone Number: (312)477-3300
Fax Number: (312) 477-3400
Website:

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