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 12/31/20. The fund's latest filing disclosed 15BN in positions, representing 142% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 12/31/20. The fund's latest filing disclosed 15BN in positions, representing 142% of the manager's regulatory AUM.
VULCAN VALUE PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VULCAN VALUE PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TDG | 8% | Industrials | -0.08% | -1.3% | 9 | 5% | ||
| MA | 7.58% | Tech | 6.2% | -0.27% | 1 | 35% | ||
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FEATURED IN
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
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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...
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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...
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VULCAN VALUE PARTNERS Portfolio Concentration
VULCAN VALUE PARTNERS Location
THREE PROTECTIVE CENTER
2801 HIGHWAY 280 SOUTH, STE 300
BIRMINGHAM, Alabama
UNITED STATES, 35223
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: http://www.vulcanvaluepartners.com
Fax Number: 205-803-1584
Website: http://www.vulcanvaluepartners.com
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