MCCUTCHEN GROUP LLC Overview

Mccutchen Group Llc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 13 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 240MM in positions, representing 13% of the manager's regulatory AUM.

MCCUTCHEN GROUP LLC StockAlpha

-7.8%
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

MCCUTCHEN GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEA 22.94% ETF -3.1% -1.22% 0 8%
VEU 19.48% ETF -3.15% -1.05% 0 2%
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FEATURED IN
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MCCUTCHEN GROUP LLC Founders and Key Employees

Name Title In Position Since
Matthew B. Mccutchen Managing Member February-2007
Sara M. Taylor Chief Compliance Officer November-2007

MCCUTCHEN GROUP LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

MCCUTCHEN GROUP LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

As an independent wealth advisor, The McCutchen Group allocates capital across a wide variety of independent managers that in turn implement investment strategies on behalf of clients. Though there are specific and detailed methods of analysis for each strategy, in general, both qualitative and quantitative methods are used to evaluate the investment acumen of each firm and the capabilities of the investment professionals implementing the strategy. Qualitative methods of analysis include but are not limited to: 1) evaluation of the organization’s history, stability, operations, ownership structure and investment focus, 2) evaluation of the experience of the investment team and the backgrounds in successfully implementing the strategy, 3) organizational support for the investment teams, 4) evaluation of incentive structures, 5) evaluation of the organization’s core competency relat...
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MCCUTCHEN GROUP LLC Portfolio Concentration

MCCUTCHEN GROUP LLC Location

925 FOURTH AVENUE, SUITE 2288
SEATTLE, Washington
UNITED STATES, 98104

MCCUTCHEN GROUP LLC Contact Information

Phone Number: 206-816-6850
Fax Number: 206-816-6830
Website:

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