In the early 2000s, amid successful careers in the financial sector, Rodney B. Herenton, Wendell E. Mackey, and Eric T. McKissack found themselves yearning for something more. Each was following a career path unique to their individual goals and passions, but all were united by a desire to create more than a mere financial legacy … Read more
Richard Turnley, III Chats about Channing Capital Management, LLC. Watch Commonfund Director, Betsy Wilson, interviews Richard Turnley, III, Director of Channing Capital Management, LLC in this Commonfund Manager Spotlight.
On July 1, Channing Capital Management, LLC (Channing) launched its first publicly traded mutual fund, the Channing Intrinsic Value Small-Cap Fund (Ticker: OWLLX). The investable universe is primarily domestic small capitalization stocks with a focus on quality companies that the portfolio management team believes to be attractively valued. Founded in 2003, Channing has built a … Read more
In this paper, we discuss several advantages the small-mid cap (smid) asset class represents for investors, their consultants, and plan sponsors. Smid stocks have shown a long-term pattern of outperformance at reduced levels of volatility compared to small cap stocks alone and offer the benefit of exposure to both small and mid cap companies in … Read more
In this paper, we seek to position Channing Capital Management’s intrinsic value investment approach in the tradition of Ben Graham, David Dodd, and Warren Buffett. We argue that an investment philosophy of intrinsic value investing offers an opportunity to outperform benchmarks and peers by adapting the still-valid principles of Graham, Dodd, and Buffett in today’s … Read more