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 09/30/16. The fund's latest filing disclosed 628MM in positions, representing 335% of the manager's regulatory AUM.

ALTAROCK PARTNERS LLC StockAlpha

-2.3%
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

ALTAROCK PARTNERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CHTR 23.56% Cons. Disc. -1.22% -0.7% 0 12%
TDG 20.22% Industrials -7.26% -2.79% 1 9%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Unlock Full Investment Process Description

ALTAROCK PARTNERS LLC Portfolio Concentration

ALTAROCK PARTNERS LLC Location

100 CUMMINGS CENTER STE 435P
BEVERLY, Massachusetts
UNITED STATES, 01915

ALTAROCK PARTNERS LLC Contact Information

Phone Number: 978-922-7701
Fax Number: 978-922-7708
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