ALTAROCK PARTNERS LLC Overview
Altarock Partners Llc is an investment advisor that manages 187.2 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 12/31/18. The fund's latest filing disclosed 840MM in positions, representing 449% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/18. The fund's latest filing disclosed 840MM in positions, representing 449% of the manager's regulatory AUM.
ALTAROCK PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALTAROCK PARTNERS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CHTR | 29.16% | Cons. Disc. | 25.22% | 3.63% | 1 | 11% | ||
| TDG | 26% | Industrials | 31.45% | 4.62% | 1 | 5% | ||
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FEATURED IN
ALTAROCK PARTNERS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark T. Massey | Managing Member And President | February-2002 |
| Scott D. Bradford | Managing Member | May-2002 |
| Shannon T. Cabot | Chief Compliance Officer | September-2014 |
ALTAROCK PARTNERS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
ALTAROCK PARTNERS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
The Adviser seeks to achieve superior long-term capital growth with minimized risk of loss through investment in a select group of outstanding businesses judged to be undervalued.
The Adviser believes that great long-term wealth is created by companies that possess sustainable competitive advantages. The Adviser is focused on identifying these types of businesses and gaining an in-depth understanding of the source and durability of their advantages.
While the Adviser typically invests via securities that are bought and sold with great ease, its investment mindset is that of a long-term business owner. If the portfolio managers are unwilling to invest a large percentage of their own net worth into the equity in question for at least ten years, it is an undeniable signal that the idea is flawed. The Adviser believes this long-term p...
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Methods of Analysis and Investment Strategies
The Adviser seeks to achieve superior long-term capital growth with minimized risk of loss through investment in a select group of outstanding businesses judged to be undervalued.
The Adviser believes that great long-term wealth is created by companies that possess sustainable competitive advantages. The Adviser is focused on identifying these types of businesses and gaining an in-depth understanding of the source and durability of their advantages.
While the Adviser typically invests via securities that are bought and sold with great ease, its investment mindset is that of a long-term business owner. If the portfolio managers are unwilling to invest a large percentage of their own net worth into the equity in question for at least ten years, it is an undeniable signal that the idea is flawed. The Adviser believes this long-term p...
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ALTAROCK PARTNERS LLC Portfolio Concentration
ALTAROCK PARTNERS LLC Location
100 CUMMINGS CENTER STE 435P
BEVERLY, Massachusetts
UNITED STATES, 01915
BEVERLY, Massachusetts
UNITED STATES, 01915
ALTAROCK PARTNERS LLC Contact Information
Phone Number: 978-922-7701
Fax Number: 978-922-7708
Website: http://www.altarockpartners.com/
Fax Number: 978-922-7708
Website: http://www.altarockpartners.com/
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