BODRI CAPITAL Overview

Bodri Capital Management Llc is a hedge fund that manages 235 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/15. The fund's latest filing disclosed 101MM in positions, representing 43% of the manager's regulatory AUM.

BODRI CAPITAL StockAlpha

-8.8%
Top 25%
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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

BODRI CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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BODRI CAPITAL Founders and Key Employees

Name Title In Position Since
Jerome H. Debs Ii Managing Member January-2001
Bryan T. Schultz Chief Compliance Officer April-2006
Jesse T. Johannesen Member January-2014

BODRI CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

BODRI CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategy

Objective. Bodri’s investment objective is to maximize investment returns while taking acceptable levels of risk. It uses a long-biased value-driven strategy derived from a top down and bottoms up fundamental research approach.

Investment Approach. Bodri believes that risk-adjusted returns can be achieved by the proper combination of asset allocation and security selection, both of which require intensive macroeconomic and microeconomic analysis in combination with certain data on the fundamental state of the economy and individual industrial sectors and companies.

Bodri’s investment exposure varies from a highly liquid status to a fully invested or leveraged status depending on market conditions and investment selections. Bodri may, at times, use leverage and hedging techniques to attain its investment objective. Bodri has no policy limiti...
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BODRI CAPITAL Portfolio Concentration

BODRI CAPITAL Location

ONE FERRY BUILDING
SUITE 255
SAN FRANCISCO, California
UNITED STATES, 94111

BODRI CAPITAL Contact Information

Phone Number: 415-677-5370
Fax Number: 415-677-5379
Website:

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