CAPSTONE INVESTMENT Overview

Capstone Investment Advisors Ll is a hedge fund that manages 22.5 BN dollars in regulatory AUM and has 88 employees, of which 31 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 6% of the manager's regulatory AUM.

CAPSTONE INVESTMENT StockAlpha

-1.9%
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

CAPSTONE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 14.05% Tech 1.31% -0.1% 0 42%
PVTB 4.17% Financials 18.21% -0.45% 2 4%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CAPSTONE INVESTMENT Founders and Key Employees

Name Title In Position Since
Paul M. Britton Manager & Chief Executive Officer March-2007
Joseph J. Lucas President & Chief Operating Officer January-2011
Adam M. Bensley Chief Compliance Officer & General Counsel March-2012
Robert V. Mcgann Chief Financial Officer April-2008

CAPSTONE INVESTMENT Brokers, Custodians, Auditors and Administrators

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

CAPSTONE INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



METHODS OF ANALYSIS AND INVESTMENT STRATEGIES

CIA has broad flexibility in selecting the assets traded and the investment strategies implemented by the relevant Fund(s) (within the general investment objective of the relevant Fund(s) as described in the relevant Fund offering document), and subject to any applicable investment guidelines that may be applicable to any investment vehicle). The investment strategies, approaches and techniques pursued by the Funds may evolve over time due to, among other things, the prevailing economic environment, market developments and trends, new regulatory constraints, the emergence of new or enhanced investment products, changing industry practice and technological innovation.

THE VOLATILITY FUND

CIA serves as investment manager to the Volatility Fund (organized in a “master-feeder” structure) that focuses on volatility arbitrag...
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CAPSTONE INVESTMENT Portfolio Concentration

CAPSTONE INVESTMENT Location

7 WORLD TRADE CENTER
250 GREENWICH STREET 30TH FL
NEW YORK, New York
UNITED STATES, 10007

CAPSTONE INVESTMENT Contact Information

Phone Number: 212-232-1420
Fax Number: 212-232-1421
Website:

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