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 12/31/19. The fund's latest filing disclosed 913MM in positions, representing 29% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/13 to 12/31/19. The fund's latest filing disclosed 913MM in positions, representing 29% of the manager's regulatory AUM.
MANCHESTER CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MANCHESTER CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UPS | 28.52% | Industrials | -22.35% | 1.89% | 1 | 17% | ||
| SPY | 14.31% | ETF | -22.44% | 0% | 0 | 25% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
MANCHESTER CAPITAL Portfolio Concentration
MANCHESTER CAPITAL Location
3657 MAIN STREET
MANCHESTER, Vermont
UNITED STATES, 05254
MANCHESTER, Vermont
UNITED STATES, 05254
MANCHESTER CAPITAL Contact Information
Phone Number: 802-362-4410
Fax Number: 802-362-1377
Website: http://www.mcmllc.com
Fax Number: 802-362-1377
Website: http://www.mcmllc.com
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