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 09/30/20. The fund's latest filing disclosed 624MM in positions, representing 8% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/11 to 09/30/20. The fund's latest filing disclosed 624MM in positions, representing 8% of the manager's regulatory AUM.
FAIRPOINTE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FAIRPOINTE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MAT | 4.13% | Cons. Disc. | 55.81% | 1.58% | 0 | 6% | ||
| TGNA | 3.67% | Cons. Disc. | 34.09% | 0.75% | 1 | 6% | ||
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FEATURED IN
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 |
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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 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
SUITE 3300
CHICAGO, Illinois
UNITED STATES, 60606-2401
FAIRPOINTE CAPITAL Contact Information
Phone Number: (312)477-3300
Fax Number: (312) 477-3400
Website: http://www.fairpointecapital.com/
Fax Number: (312) 477-3400
Website: http://www.fairpointecapital.com/
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