PARTHENON LLC Overview

Parthenon Llc is an investment advisor that manages 549.6 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 403MM in positions, representing 73% of the manager's regulatory AUM.

PARTHENON LLC StockAlpha

+0.5%
Top 25%
3yr StockAlpha Register for more...

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

PARTHENON LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 6.3% Financials 13.59% -0.38% 0 28%
MSFT 6.06% Tech 6.64% 0.33% 0 36%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

PARTHENON LLC Founders and Key Employees

Name Title In Position Since
Todd P. Lowe President, Chief Compliance Officer December-1998
Thomas A. Corea Chief Executive Officer March-1999
John M. Barr Chairman March-1999
Tony H. Coffey Chief Financial Officer March-1999
Dianna L. Saylor Vice President January-1999
Panayiota G. Jones Vice President March-1999
Matthew W. Carper Senior Vice President September-2014

PARTHENON LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

PARTHENON LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Form ADV Part 2A, Item 8


Equity Approach

We believe that companies with consistent and enduring earning power outperform the broad markets. We further believe that the long-term ownership of these companies will ultimately provide superior investment returns, while minimizing the volatility of a portfolio.

We conduct our own research. We are originators, not recipients, of investment ideas, and use selected outside research sources only for information on companies and industries.

We narrowly focus our research on businesses that can be understood with a reasonable amount of study, due diligence and thought. We seek to own companies with consistently high returns on assets and equity, typically derived from a competitive advantage that we have identified.

While diversification is used to reduce risk, outperformance of the indices will come from concentrations in s...
Get the Full Report

PARTHENON LLC Portfolio Concentration

PARTHENON LLC Location

9900 CORPORATE CAMPUS DR
STE 2100
LOUISVILLE, Kentucky
UNITED STATES, 40223

PARTHENON LLC Contact Information

Phone Number: 502-327-5660
Fax Number: 502-327-6232
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B