ALETHEA CAPITAL Overview
Alethea Capital Management Llc is an investment advisor that manages 175.3 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 12/31/22. The fund's latest filing disclosed 104MM in positions, representing 60% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/22. The fund's latest filing disclosed 104MM in positions, representing 60% of the manager's regulatory AUM.
ALETHEA CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALETHEA CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AXSM | 58.09% | Health | -15.49% | -5.32% | 1 | 4% | ||
| RNA | 17.56% | Health | -1.09% | 0.94% | 1 | 3% | ||
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FEATURED IN
ALETHEA CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jennifer L. Hsu | Member | March-2011 |
| Tony N. Hsu | Managing Member | March-2011 |
| Stephen M. Lafata | Chief Compliance Officer / Chief Operating Officer | May-2011 |
ALETHEA CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
ALETHEA CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategies
Alethea generally allocates clients’ assets among four distinct portfolio strategies designed to produce attractive risk adjusted returns, including or focusing on cash flow. These portfolios are called:
- Global Macro Multi-Strategy Portfolio;
- Global Dynamic Income Portfolio;
- Global Equity Portfolio;
- Laddered Municipal Bond Portfolio, and
- Biotechnology Portfolio.
In addition to following individual markets, categories and indicators, Alethea also seeks out opportunities in the alternative investment and private placement industry. Alethea’s due diligence team conducts rigorous analyses to identify managers and strategies that meet specific criteria: they must invest in unique opportunities, provide a competitive advantage relative to their peers and offer competitive pricing. Alethea views these...
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Investment Strategies
Alethea generally allocates clients’ assets among four distinct portfolio strategies designed to produce attractive risk adjusted returns, including or focusing on cash flow. These portfolios are called:
- Global Macro Multi-Strategy Portfolio;
- Global Dynamic Income Portfolio;
- Global Equity Portfolio;
- Laddered Municipal Bond Portfolio, and
- Biotechnology Portfolio.
In addition to following individual markets, categories and indicators, Alethea also seeks out opportunities in the alternative investment and private placement industry. Alethea’s due diligence team conducts rigorous analyses to identify managers and strategies that meet specific criteria: they must invest in unique opportunities, provide a competitive advantage relative to their peers and offer competitive pricing. Alethea views these...
Unlock Full Investment Process Description
ALETHEA CAPITAL Portfolio Concentration
ALETHEA CAPITAL Location
ALETHEA CAPITAL Contact Information
Phone Number: (858) 926-2058
Fax Number: (888) 358-1239
Website: http://www.aletheallc.com
Fax Number: (888) 358-1239
Website: http://www.aletheallc.com
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