Last update 2020-02-18 99 Stocks (2 new)
Value $1.09 Bil Turnover 2 %
Portfolio Report


CS McKee LP is an investment management firm based out of Pittsburgh, Pennsylvania. The company was established in 1931 and is currently headed by Eugene Michael Natali, who acts as the CEO and Chairman of the company. CS McKee has grown from its inception to now have 34 employees of which 12 are investment professionals. The company conducts its research internally and invests in the value stocks of companies across all market caps. CS McKee allocates its assets in the public equity and fixed income markets on a global scale, benchmarking its performance against various Russell, EAFE, S&P, and Barclays indexes. The company invests most heavily in the finance sector, which alone makes up over a fifth of its total asset allocations, and also invests in the information technology, health care, consumer discretionary, industrials, energy, and consumer staples sectors, among others to a lesser degree, in order of decreasing allocation. None of CS McKee’s holdings exceed 4% of its total asset allocations, and the company’s top 10 holdings together make up over a quarter of its total asset allocations. The company has a relatively low turnover rate of approximately 6.7%. CS McKee currently holds over $10.7 billion in total assets under management spread across over 400 accounts, all of which are discretionary accounts. Although the company’s total number of accounts has been decreasing in the most recent years, its total assets under management has been increasing, growing significantly from $6.5 billion back in 2010 to experience over $4 billion in growth. CS McKee mainly caters to pension and profit sharing plans, which alone makes up almost a third of its client base, and also provides services to state or municipal entities, investment advisors, charities, corporations, high net worth individuals, pooled investment vehicles, investment companies, banking institutions, and insurance companies, in order of decreasing clientele.
This section is for PremiumPlus Membership subscribers only.
GuruFocus PremiumPlus Membership
  13F, 13D/G of all institutional investors
  Aggregated portfolio of any combinations among them
  Manual of Stocks
  Excel Add-In unlimited queries
  API (20,000 queries/month)

Discussions on CS MCKEE LP

No discussions yet.