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 12/31/18. The fund's latest filing disclosed 891MM in positions, representing 40% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 12/31/18. The fund's latest filing disclosed 891MM in positions, representing 40% of the manager's regulatory AUM.
40 NORTH MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
40 NORTH MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GRA | 68.09% | Materials | 18.5% | 4.14% | 14 | 5% | ||
| GCP | 14.09% | Materials | 15.07% | 0.35% | 9 | 0% | ||
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FEATURED IN
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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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 ...
Unlock Full Investment Process Description
40 NORTH MANAGEMENT Portfolio Concentration
40 NORTH MANAGEMENT Location
9 WEST 57TH STREET
30TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
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: http://www.40north.com
Fax Number: 212-821-1638
Website: http://www.40north.com
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