Channing Capital Management, LLC
Channing Capital Management, LLC is an independent investment management firm headquartered in Chicago, IL. Founded in 2003, the firm specializes in equity asset management with approximately 20 employees. Channing Capital primarily serves institutional investors, foundations, endowments, and high-net-worth individuals, and has a deep focus on disciplined fundamental investing.
Investment Strategy
Channing Capital Management, LLC focuses on long-only, actively managed equity strategies with an emphasis on small- and mid-cap U.S. companies. Their investment approach centers on disciplined fundamental analysis, seeking undervalued companies with strong growth potential and solid financials. The firm implements a bottom-up stock selection process and maintains a long-term investment horizon tailored for institutional clients and high-net-worth investors.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MKSI | MKS INC. | 2.74% | $98.5M | 991,298 | $88.64 | $99.36 | +$54.2M |
E EVR | EVERCORE INC | 2.73% | $98.2M | 363,702 | $254.53 | $270.02 | +$90.8M |
S SF | STIFEL FINL CORP | 2.56% | $91.9M | 885,441 | $52.84 | $103.78 | +$14.2M |
P PSN | PARSONS CORP DEL | 2.55% | $91.7M | 1,277,286 | $56.06 | $71.77 | +$28.8M |
S SNV | SYNOVUS FINL CORP | 2.52% | $90.6M | 1,750,346 | $38.11 | $51.75 | +$6.5M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
| Associate Portfolio Manager - Financial Services Specialist - Small and SMID Cap Equities | Chicago, IL , United States | ||
M Matthew Betourney | Co-Lead Portfolio Manager - SMID Value | Chicago, IL , United States | |
T Tim Kroll | Associate Portfolio Manager, Equity Analyst | Aurora, IL , United States | |
| Investment Analyst | Miami, FL , United States |