VULCAN VALUE PARTNERS Overview

Vulcan Value Partners Llc is an investment advisor that manages 10.9 BN dollars in regulatory AUM and has 33 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 11BN in positions, representing 100% of the manager's regulatory AUM.

VULCAN VALUE PARTNERS StockAlpha

-0.8%
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

VULCAN VALUE PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ORCL 8.06% Tech 3.05% 0.18% 1 29%
NOV 6.19% Energy 7.34% -0.03% 3 9%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

VULCAN VALUE PARTNERS Founders and Key Employees

Name Title In Position Since
Frank H. Mcfadden Principal/Analyst September-2009
Clement T. Fitzpatrick Chief Executive Officer/Chief Investment Officer, Principal March-2007
Robert B. Donnellan Principal/Analyst September-2009
Gregory A. Mcclain Principal/President December-2009
William B. Naff Chief Compliance Officer January-2014
Richard S. Davis Chief Financial Officer/Chief Operating Officer December-2013
Mcgavock D. Dunbar Principal/Analyst January-2014

VULCAN VALUE PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company

VULCAN VALUE PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

Under normal circumstances, all of our strategies follow the same investment disciplines and appraisal methods. Using fundamental bottom-up analysis, Vulcan Value Partners identifies companies that we believe have sustainable competitive advantages allowing them to produce free cash flow and earn superior cash returns on capital. We seek
8
to invest in businesses that are run by ethical, capable, shareholder-oriented management teams that also are good operators and understand the importance of capital allocation. We then focus our analysis on the difference between price and value, that is, the difference between the price of the company’s securities and our estimate of the intrinsic value of the securities. The greater the difference of value over price, the larger the margin of safety and the more attractive the investment is to us. Vulcan Value Partners will generally...
Unlock Full Investment Process Description

VULCAN VALUE PARTNERS Portfolio Concentration

VULCAN VALUE PARTNERS Location

THREE PROTECTIVE CENTER
2801 HIGHWAY 280 SOUTH, STE 300
BIRMINGHAM, Alabama
UNITED STATES, 35223

VULCAN VALUE PARTNERS Contact Information

Phone Number: 205-803-1582
Fax Number: 205-803-1584
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 A