MCKINLEY CAPITAL Overview
Mckinley Capital Management Llc /delaware is an investment advisor that manages 7.2 BN dollars in regulatory AUM and has 62 employees, of which 25 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 15% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 15% of the manager's regulatory AUM.
MCKINLEY CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MCKINLEY CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.81% | Tech | 19.44% | 0.35% | 0 | 45% | ||
| AAPL | 3.37% | Tech | 6.16% | -0.22% | 0 | 39% | ||
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FEATURED IN
MCKINLEY CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert B. Gillam | Pres., Ceo, Director (See Schedule D-Misc) | March-1991 |
| Diane M. Wilke | Exec. V.P., Executive Management Officer (1/08), Director (See Schedule D-Misc) | March-1991 |
| James L. Mccarrey | Sr. V.P., General Counsel, Chief Compliance Officer (4/13), Chief Operating Officer (1/15) | March-1998 |
| Tamara L. Leitis | Assistant Vice President, Director Of Human Resources | May-2001 |
| Gregory F. O'Keefe | Cfo,Vp | September-2004 |
| Robert A. Gillam | Sr. V.P., Cio (1/08), Director (See Schedule D-Misc) | August-2006 |
MCKINLEY CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
MCKINLEY CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
McKinley Capital invests primarily in growth equity related disciplines. This includes listed and over-the- counter equities and related derivatives and swaps. The firm reserves the right to invest in other financial instruments including but not limited to, warrants, rights, equity-linked instruments, corporate debt, commercial paper, certificates of deposit, municipal securities, investment company securities, U.S. government securities, futures, limited partnerships, registered and non-registered commingled funds, exchange traded funds, and public securities offerings if deemed appropriate and consistent with the specific product’s investment guidelines and protocol.
McKinley Capital uses a proprietary quantitative based model screening process with a qualitative overlay to construct and manage firm disciplines and investment portfolios. Modern Portfolio Theory (MPT) is applied along wi...
Unlock Full Investment Process Description
McKinley Capital invests primarily in growth equity related disciplines. This includes listed and over-the- counter equities and related derivatives and swaps. The firm reserves the right to invest in other financial instruments including but not limited to, warrants, rights, equity-linked instruments, corporate debt, commercial paper, certificates of deposit, municipal securities, investment company securities, U.S. government securities, futures, limited partnerships, registered and non-registered commingled funds, exchange traded funds, and public securities offerings if deemed appropriate and consistent with the specific product’s investment guidelines and protocol.
McKinley Capital uses a proprietary quantitative based model screening process with a qualitative overlay to construct and manage firm disciplines and investment portfolios. Modern Portfolio Theory (MPT) is applied along wi...
Unlock Full Investment Process Description
MCKINLEY CAPITAL Portfolio Concentration
MCKINLEY CAPITAL Location
3301 C STREET
SUITE 500
ANCHORAGE, Alaska
UNITED STATES, 99503-3956
SUITE 500
ANCHORAGE, Alaska
UNITED STATES, 99503-3956
MCKINLEY CAPITAL Contact Information
Phone Number: 907-563-4488
Fax Number: 907-561-7142
Website: null
Fax Number: 907-561-7142
Website: null
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