BROADMARK ASSET Overview
Broadmark Asset Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 20 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 122MM in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 122MM in positions, representing 7% of the manager's regulatory AUM.
BROADMARK ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BROADMARK ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 64.72% | ETF | 11.33% | 0% | 0 | 27% | ||
| QQQ | 35.28% | ETF | 18.2% | 1.73% | 0 | 11% | ||
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FEATURED IN
BROADMARK ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Daniel J. Barnett | Chairman, Manager And Class A Member | July-1999 |
| Christopher J. Guptill | Co-Ceo, President, Chief Investment Officer, Manager And Class A Member | July-1999 |
| Jerome Crown | Chief Financial Officer And Class A Member | September-2000 |
| John Kinder | Class B Member, Manager | November-2002 |
| Richard P. Damico | Portfolio Mgr, Class A Member | March-2005 |
| Laura A. Hespe | Chief Operating Officer, Class A Member | January-2010 |
| Norman E. Mains | Manager | October-2009 |
| John L. Keeley Jr | Manager | April-2010 |
| Edward J. Cook | Chief Compliance Officer | March-2011 |
| Ricardo L. Cortez | Co-Ceo, Manager And Class A Member | June-2013 |
| Loire L. White | Manager | December-2013 |
BROADMARK ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
BROADMARK ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Broadmark employs a top-down, directional approach that seeks to address equity market risk and to capitalize on persistent, recurring market inefficiency by having long equity exposure when risks are low and opportunities are high. Conversely, Broadmark seeks to have low and/or short equity exposure when risks are high and opportunities are low.
Our objective is to produce above average, risk-adjusted returns, in any market environment, while exhibiting significantly less downside volatility than the broad equity market itself. We anticipate this objective will be achieved, in part, by managing the ongoing net exposure to the broad equity market at a substantially reduced level of volatility.
Our process provides key determinants in assessing optimal stock market exposure, including:
Entry points
The amount of exposure
The type of exposure
Exit points <...
Unlock Full Investment Process Description
Broadmark employs a top-down, directional approach that seeks to address equity market risk and to capitalize on persistent, recurring market inefficiency by having long equity exposure when risks are low and opportunities are high. Conversely, Broadmark seeks to have low and/or short equity exposure when risks are high and opportunities are low.
Our objective is to produce above average, risk-adjusted returns, in any market environment, while exhibiting significantly less downside volatility than the broad equity market itself. We anticipate this objective will be achieved, in part, by managing the ongoing net exposure to the broad equity market at a substantially reduced level of volatility.
Our process provides key determinants in assessing optimal stock market exposure, including:
Entry points
The amount of exposure
The type of exposure
Exit points <...
Unlock Full Investment Process Description
BROADMARK ASSET Portfolio Concentration
BROADMARK ASSET Location
12 EAST 52ND STREET
3RD FLOOR
NEW YORK, New York
UNITED STATES, 10022
3RD FLOOR
NEW YORK, New York
UNITED STATES, 10022
BROADMARK ASSET Contact Information
Phone Number: 212-586-6566
Fax Number: 212-586-7573
Website: http://www.broadmarkasset.com
Fax Number: 212-586-7573
Website: http://www.broadmarkasset.com
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