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 09/30/16. The fund's latest filing disclosed 374MM in positions, representing 15% of the manager's regulatory AUM.

GALLAGHER FIDUCIARY StockAlpha

-14.6%
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

GALLAGHER FIDUCIARY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CBG 29.06% Financials 13.47% -2.8% 1 10%
PPG 24.47% Materials -6.51% -2.91% 0 13%
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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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GALLAGHER FIDUCIARY Portfolio Concentration

GALLAGHER FIDUCIARY Location

TWO PIERCE PLACE
ITASCA, Illinois
UNITED STATES, 60143-3141

GALLAGHER FIDUCIARY Contact Information

Phone Number: 630-285-3564
Fax Number: 630-285-3483
Website:

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