MCCLAIN VALUE Overview

Mcclain Value Management Llc is an investment advisor that manages 510.3 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 125MM in positions, representing 24% of the manager's regulatory AUM.

MCCLAIN VALUE StockAlpha

-11%
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

MCCLAIN VALUE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
INWK 6.06% Industrials -2.34% -0.54% 2 3%
GLW 5.8% Tech 0.15% 0.13% 0 17%
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FEATURED IN
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MCCLAIN VALUE Founders and Key Employees

Name Title In Position Since
Phillip C. Mcclain Managing Member June-2001
Joseph W. Donaldson Member March-2008
Lillian Chi Chief Compliance Officer March-2014

MCCLAIN VALUE Brokers, Custodians, Auditors and Administrators

Type Company

MCCLAIN VALUE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Equity Portfolios:

MVM provides investment advisory services in the form of actively managing discretionary accounts. Clients select one of three long-term, value-based portfolios for investing in publicly-traded stocks: Core Value, Select Value, and Small-Cap Value. These are in the form of separately managed accounts, not pooled investment vehicles.

Core Value and Select Value, both all-cap strategies, differ primarily in risk tolerance, level of sector diversification and number of stocks in each portfolio. Small-Cap Value is similar to Select Value except for a limitation on the size of the companies as measured by market capitalization. It differs also in the number of stocks held. Stock overlap exists among all three products. Within each of the strategies, all accounts are managed alike, except with respect to any client-specific restrictions or tax timing considerations. Also, client w...
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MCCLAIN VALUE Portfolio Concentration

MCCLAIN VALUE Location

175 ELM STREET
NEW CANAAN, Connecticut
UNITED STATES, 06840

MCCLAIN VALUE Contact Information

Phone Number: 203-966-3197
Fax Number: 203-966-3460
Website:

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