GALLAGHER FIDUCIARY Overview
Gallagher Fiduciary Advisors Llc is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 55 employees, of which 38 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 49% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 49% of the manager's regulatory AUM.
GALLAGHER FIDUCIARY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GALLAGHER FIDUCIARY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PCG | 32.64% | Utilities | 2.16% | 2.01% | 1 | 10% | ||
| DAL | 16.9% | Industrials | 2.78% | 1.07% | 1 | 17% | ||
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FEATURED IN
GALLAGHER FIDUCIARY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John J. Caraher | Vp/Cfo | May-2007 |
| Jack H. Lazzaro | Treasurer | May-2007 |
| Frank N. Domeisen | Area President Gallagher Fiduciary Advisors, Llc | March-2012 |
| Francis X. Lilly | Area Chairman Gallagher Fiduciary Advisors, Llc | March-2012 |
| Diana F. Butts | Vice President | May-2007 |
| Jerome S. Hanner | Vice President | June-2008 |
| Paul F. Wasikowski | Vice President -- Tax | May-2007 |
| Lisa A. Coyne | Assistant Vice President -- Tax | May-2007 |
| April Hanes-Dowd | Secretary | June-2008 |
| Richard C. Cary | Vice President | August-2012 |
| David M. Ziegler | President | July-2013 |
| Nicholas M. Davies | Area President Gallagher Fiduciary Advisors, Llc | January-2014 |
| Natalie H. Kossak | Chief Compliance Officer | March-2014 |
GALLAGHER FIDUCIARY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GALLAGHER FIDUCIARY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our asset allocation and investment manager evaluation work spans quantitative as well as qualitative considerations, including traditional modeling, economic conditions and scenarios, and an interrelated set of cash flow, operational, and other considerations. We work with clients to establish a long-term, strategic asset allocation at the “total portfolio level” that is based on a deliberate and evaluative review of the client’s investment objectives and risk tolerance to form a sound foundation for the overall investment program and a road map for implementing investment strategies. We discuss at length with clients the risks associated with equities, fixed income, and alternative strategies (such as hedge fund of funds, real estate, commodities, and private equity) as well as the relative merits of each. As the capital markets evolve over time and certain asset classes present compelling investm...
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Our asset allocation and investment manager evaluation work spans quantitative as well as qualitative considerations, including traditional modeling, economic conditions and scenarios, and an interrelated set of cash flow, operational, and other considerations. We work with clients to establish a long-term, strategic asset allocation at the “total portfolio level” that is based on a deliberate and evaluative review of the client’s investment objectives and risk tolerance to form a sound foundation for the overall investment program and a road map for implementing investment strategies. We discuss at length with clients the risks associated with equities, fixed income, and alternative strategies (such as hedge fund of funds, real estate, commodities, and private equity) as well as the relative merits of each. As the capital markets evolve over time and certain asset classes present compelling investm...
Unlock Full Investment Process Description
GALLAGHER FIDUCIARY Portfolio Concentration
GALLAGHER FIDUCIARY Location
TWO PIERCE PLACE
ITASCA, Illinois
UNITED STATES, 60143-3141
ITASCA, Illinois
UNITED STATES, 60143-3141
GALLAGHER FIDUCIARY Contact Information
Phone Number: 630-285-3564
Fax Number: 630-285-3483
Website: http://www.ajg.com//institutionalinvestment
Fax Number: 630-285-3483
Website: http://www.ajg.com//institutionalinvestment
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