BLUE MOUNTAIN CAPITAL Overview

Blue Mountain Capital Managemen is a hedge fund that manages 27.5 BN dollars in regulatory AUM and has 272 employees, of which 136 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 11% of the manager's regulatory AUM.

BLUE MOUNTAIN CAPITAL StockAlpha

-5.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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BLUE MOUNTAIN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SYMC 6.21% Tech -2.68% -0.09% 1 11%
JCI 4.72% Industrials 7.18% 0.01% 0 12%
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FEATURED IN
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BLUE MOUNTAIN CAPITAL Founders and Key Employees

Name Title In Position Since
Andrew T. Feldstein Chief Executive Officer; Co-Chief Investment Officer July-2003
Stephen M. Siderow Managing Partner; Co-President July-2003
Alan J. Gerstein Managing Partner January-2004
Michael Liberman Managing Partner; Chief Operating Officer March-2005
David A. Rubenstein Managing Partner; Chief Executive Officer Of Bluemountain (London); General Counsel; Secretary December-2006
Bryce Markus Managing Partner; Co-President; Chief Financial Officer; Chief Risk Officer December-2007
William H. Reeves Member December-2007
Derek Smith Managing Partner; Co-Chief Investment Officer January-2009
Paul A. Friedman Chief Compliance Officer; Head Of U.S. Legal; Chief Administrative Officer January-2011
James E. Staley Managing Partner February-2013
Peter D. Greatrex Managing Partner; Head Of Research January-2011

BLUE MOUNTAIN CAPITAL Brokers, Custodians, Auditors and Administrators

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BLUE MOUNTAIN CAPITAL Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss

A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.

BlueMountain is an asset management firm that follows a comprehensive, multi-strategy approach to investing. Each Advisory Client’s investment strategy is set forth in a confidential private placement memorandum or other offering documents of such Advisory Client.

BlueMountain’s investment process generally consists of identifying trading strategies within and across asset classes and markets by combining one or more of the following methods of analysis:

1. Fundamental research by BlueMountain’s research team;
2. Quantitative analysis of price relationships within market segments and across different markets by the quantitative strategy team;
3. A...
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BLUE MOUNTAIN CAPITAL Portfolio Concentration

BLUE MOUNTAIN CAPITAL Location

280 PARK AVENUE, 12TH FLOOR
NEW YORK, New York
UNITED STATES, 10017

BLUE MOUNTAIN CAPITAL Contact Information

Phone Number: 212-905-3900
Fax Number: 212-905-3901
Website:

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