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 12/31/18. The fund's latest filing disclosed 3BN in positions, representing 10% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 12/31/18. The fund's latest filing disclosed 3BN in positions, representing 10% of the manager's regulatory AUM.
BLUE MOUNTAIN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BLUE MOUNTAIN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PCG | 8.15% | Utilities | 4.49% | 0.41% | 3 | 3% | ||
| ESI | 1.78% | Materials | 10.3% | 0.2% | 1 | 7% | ||
|
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FEATURED IN
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
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
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| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
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| Custodian | Pro |
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| Prime Broker | Pro |
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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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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
NEW YORK, New York
UNITED STATES, 10017
BLUE MOUNTAIN CAPITAL Contact Information
Phone Number: 212-905-3900
Fax Number: 212-905-3901
Website: https://www.bluemountaincapital.com
Fax Number: 212-905-3901
Website: https://www.bluemountaincapital.com
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