CHARTER BRIDGE Overview

Charter Bridge Capital Manageme is a hedge fund that manages 292.2 MM dollars in regulatory AUM and has 13 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 03/31/15. The fund's latest filing disclosed 144MM in positions, representing 49% of the manager's regulatory AUM.

CHARTER BRIDGE StockAlpha

+2.7%
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

CHARTER BRIDGE 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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CHARTER BRIDGE Founders and Key Employees

Name Title In Position Since
Brian L. Zied Chief Executive Officer, Limited Partner And 99% Owner May-2010
George E. Roeck Chief Financial Officer & Chief Operating Officer October-2010
Brian L. Zied Managing Member And 100% Owner Of Charter Bridge Capital Group, Llc May-2010
Todd K. Warren Chief Compliance Officer June-2014

CHARTER BRIDGE Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
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CHARTER BRIDGE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


A. Methods of Analysis and Investment Strategies

Investment Strategy and Objective

Charter Bridge employs a fundamentally-driven long/short equity investment strategy in an attempt to achieve superior risk-adjusted returns for the Funds, while endeavoring to preserve capital under all market conditions. Charter Bridge invests both long and short in U.S. and non-U.S. common equities, with a focus on consumer-related equities. Charter Bridge focuses on finding misunderstood and underfollowed equities that Charter Bridge determines, based on its fundamental research, are significantly mispriced in the market. The Funds may also take long and short positions in debt and convertible instruments to enhance the Funds’ risk profiles while seeking to capture equity-like returns. Derivative instruments may be used for both risk management and speculation. The Funds us...
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CHARTER BRIDGE Portfolio Concentration

CHARTER BRIDGE Location

1350 AVENUE OF THE AMERICAS
SUITE 700
NEW YORK, New York
UNITED STATES, 10019

CHARTER BRIDGE Contact Information

Phone Number: 212-484-3800
Fax Number: 212-484-3801
Website:

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