40 NORTH MANAGEMENT Overview

40 North Management Llc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 42 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 517MM in positions, representing 23% of the manager's regulatory AUM.

40 NORTH MANAGEMENT StockAlpha

-0%
Top 25%
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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

40 NORTH MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CDNS 43.29% Tech 1.65% -0.01% 4 7%
GCP 13.87% Materials 1.52% -0.33% 9 4%
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FEATURED IN
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40 NORTH MANAGEMENT Founders and Key Employees

Name Title In Position Since
David S. Winter Member February-2009
David J. Millstone Member February-2009
Howard J. Zauderer Cco/Gc February-2012
Lawrence V. Palermo Chief Financial Officer January-2011
Barry J. Giarraputo Chief Operating Officer January-2015

40 NORTH MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

40 NORTH MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

40 North Investments

40 North Investments is a value-oriented, long-biased, opportunistic investment fund with the flexibility to take concentrated and less liquid positions. 40 North Investments may invest across a variety of asset classes, including, but not limited to, in U.S. and foreign equity and credit securities. 40 North Investments is managed by the Principals. 40 North Investments may invest in, among other things, event equities/special situations, risk arbitrage, value equities, and credit.

40 North Partners

40 North Partners is a multi-strategy public markets investment fund that dynamically allocates capital across sectors, asset classes, and strategies with a focus on generating consistent absolute returns with limited volatility and low correlation to global markets. 40 North Partners may invest across a variety of ...
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40 NORTH MANAGEMENT Portfolio Concentration

40 NORTH MANAGEMENT Location

9 WEST 57TH STREET
30TH FLOOR
NEW YORK, New York
UNITED STATES, 10019

40 NORTH MANAGEMENT Contact Information

Phone Number: 212-821-1600
Fax Number: 212-821-1638
Website:

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