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 09/30/16. The fund's latest filing disclosed 312MM in positions, representing 19% of the manager's regulatory AUM.

BROADMARK ASSET StockAlpha

-0.9%
Top 25%
3yr 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

BROADMARK ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 73.47% ETF 4.72% 0% 0 29%
QQQ 13.11% ETF 0.66% -0.58% 0 16%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 <...
Get the Full Report

BROADMARK ASSET Portfolio Concentration

BROADMARK ASSET Location

12 EAST 52ND STREET
3RD FLOOR
NEW YORK, New York
UNITED STATES, 10022

BROADMARK ASSET Contact Information

Phone Number: 212-586-6566
Fax Number: 212-586-7573
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 B