ADI CAPITAL Overview

Adi Capital Management Llc is an investment advisor that manages 371.2 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 136MM in positions, representing 37% of the manager's regulatory AUM.

ADI CAPITAL StockAlpha

-3.1%
Top 25%
2yr StockAlpha Register for more...

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

ADI CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AVGO 12.97% Tech 0% -0.15% 0 16%
CAG 12.23% Cons. Staples 3.32% 0.84% 0 13%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ADI CAPITAL Founders and Key Employees

Name Title In Position Since
Robert N. Wong Chief Financial Officer And Chief Compliance Officer October-2013
Paritosh N. Gupta Chief Investment Officer And Managing Member September-2013

ADI CAPITAL Brokers, Custodians, Auditors and Administrators

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

ADI CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves the risk of loss that clients should be prepared to bear. Thus, investors that have invested in the Funds should be prepared to lose some or all of their investment.

Investment Objective and Methods of Analysis

The investment objective of the Funds is to achieve capital appreciation through utilization of a global long-short equity investment strategy with a value-oriented, event-driven bias. The Funds seek to achieve this objective primarily through the purchase and sale of equity securities of companies associated with dramatic structural and corporate change, married with a focus on uniquely shareholder value oriented CEOs. The Funds will invest in companies globally, but mostly in or doing business in the United States.

The Funds take long and short positions primarily in equities, ADRs, GDRs, convertible securities, bonds and other fixed income securiti...
Unlock Full Investment Process Description

ADI CAPITAL Portfolio Concentration

ADI CAPITAL Location

529 FIFTH AVENUE
8TH FLOOR
NEW YORK, New York
UNITED STATES, 10017

ADI CAPITAL Contact Information

Phone Number: 212-946-7630
Fax Number: 212-946-7639
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A