MANCHESTER CAPITAL Overview

Manchester Capital Management Llc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 33 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/13 to 09/30/16. The fund's latest filing disclosed 662MM in positions, representing 21% of the manager's regulatory AUM.

MANCHESTER CAPITAL StockAlpha

-1.3%
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

MANCHESTER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UPS 42.68% Industrials 7.14% 0.31% 1 20%
SPY 15.67% ETF 1.56% 0% 0 29%
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FEATURED IN
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MANCHESTER CAPITAL Founders and Key Employees

Name Title In Position Since
Edward W. Cronin Chief Executive Officer, Cio, Board Of Managers, Partner March-1993
Bayard R. Kraft Iii Chief Compliance Officer, Managing Director, Partner November-1998
Scott N. Swenor Chief Financial Officer, Partner July-2007
Morgan W. Roberts Wealth Manager, Board Of Managers, Partner January-2009
Peter D. Swift Owner, Board Of Managers January-2011
John F. Swift Board Of Managers January-2011
Amy E. Macleod Wealth Manager, Partner January-2012
Bartholomew J. Earley Director Of Research, Partner January-2012
Andrew R. Beresford Wealth Manager, Board Of Managers, Partner January-2012
Brian J. Vogel Wealth Manager, Partner January-2012
Jeremy B. Heidrick Managing Director, Partner January-2012
Jeffrey S. Hall Senior Managing Director, Partner January-2009
Griffin Sivret Wealth Manager, Partner January-2014

MANCHESTER CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

MANCHESTER CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

MCM’s research and analysis of securities, investment managers (mutual funds, investment partnerships), and other investment vehicles includes: (a) conducting personal interviews; (b) reviewing performance records; (c) reviewing the manager's or firm's marketing and other materials; (d) reviewing the firm's organizational structure and decision making processes; and (e) reviewing governmental records. The analysis
process includes both objective and subjective criteria. Our firm employs the following types of analysis to formulate client recommendations.

Asset Allocation: Rather than focusing primarily on securities selection, we attempt to identify an appropriate allocation between equities, fixed income, alternatives and cash suitable to the client’s investment goals and risk tolerance.

A risk of asset allocation is that the client may not fully participate in sharp increases in a particu...
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MANCHESTER CAPITAL Portfolio Concentration

MANCHESTER CAPITAL Location

3657 MAIN STREET
MANCHESTER, Vermont
UNITED STATES, 05254

MANCHESTER CAPITAL Contact Information

Phone Number: 802-362-4410
Fax Number: 802-362-1377
Website:

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