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 09/30/19. The fund's latest filing disclosed 468MM in positions, representing 85% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 468MM in positions, representing 85% of the manager's regulatory AUM.
PARTHENON LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PARTHENON LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 10.66% | Tech | 20.6% | -0.15% | 0 | 41% | ||
| BRK.B | 7.31% | Financials | 10.66% | -0.02% | 0 | 29% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
PARTHENON LLC Portfolio Concentration
PARTHENON LLC Location
9900 CORPORATE CAMPUS DR
STE 2100
LOUISVILLE, Kentucky
UNITED STATES, 40223
STE 2100
LOUISVILLE, Kentucky
UNITED STATES, 40223
PARTHENON LLC Contact Information
Phone Number: 502-327-5660
Fax Number: 502-327-6232
Website: http://www.parthenonllc.com
Fax Number: 502-327-6232
Website: http://www.parthenonllc.com
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