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 03/31/19. The fund's latest filing disclosed 881MM in positions, representing 4% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/19. The fund's latest filing disclosed 881MM in positions, representing 4% of the manager's regulatory AUM.
CAPSTONE INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPSTONE INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 8.12% | ETF | 1.99% | 0% | 0 | 23% | ||
| EFA | 7.05% | ETF | 0.73% | -0.06% | 0 | 11% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
CAPSTONE INVESTMENT Portfolio Concentration
CAPSTONE INVESTMENT Location
7 WORLD TRADE CENTER
250 GREENWICH STREET 30TH FL
NEW YORK, New York
UNITED STATES, 10007
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: http://www.capstoneco.com
Fax Number: 212-232-1421
Website: http://www.capstoneco.com
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