CONTINENTAL ADVISORS Overview
Continental Advisors Llc is a hedge fund that manages 326 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 03/31/18. The fund's latest filing disclosed 264MM in positions, representing 81% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 03/31/18. The fund's latest filing disclosed 264MM in positions, representing 81% of the manager's regulatory AUM.
CONTINENTAL ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CONTINENTAL ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DFS | 3.73% | Financials | 7.65% | 0.2% | 0 | 12% | ||
| WDR | 3.6% | Financials | 1% | -0.06% | 0 | 5% | ||
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FEATURED IN
CONTINENTAL ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David P. Purcell | Managing Member | December-1999 |
| Gregory A. Ramenofsky | Principal, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer | May-2004 |
CONTINENTAL ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
CONTINENTAL ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Adviser seeks to preserve and grow capital by combining attractive attributes of traditional hedged equity portfolios with modern risk management tools and practices. The Adviser has developed and adheres to a consistent research and investment process across all Funds.
The Adviser begins its analysis by developing knowledge of target industries, sectors, sub- sectors and themes. Core research focuses on financial services, healthcare and technology; thematic and catalyst driven research is also done for the Continental Opportunities Fund.
Macro investment themes are identified, developed and refined. A large internal database tracks
companies of interest; the companies are then prioritized for further investigation and research. Extensive fundamental research is done and proprietary operating models are developed and continually refined for such target companies. This proprietary information ...
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The Adviser seeks to preserve and grow capital by combining attractive attributes of traditional hedged equity portfolios with modern risk management tools and practices. The Adviser has developed and adheres to a consistent research and investment process across all Funds.
The Adviser begins its analysis by developing knowledge of target industries, sectors, sub- sectors and themes. Core research focuses on financial services, healthcare and technology; thematic and catalyst driven research is also done for the Continental Opportunities Fund.
Macro investment themes are identified, developed and refined. A large internal database tracks
companies of interest; the companies are then prioritized for further investigation and research. Extensive fundamental research is done and proprietary operating models are developed and continually refined for such target companies. This proprietary information ...
Unlock Full Investment Process Description
CONTINENTAL ADVISORS Portfolio Concentration
CONTINENTAL ADVISORS Location
227 WEST MONROE STREET, SUITE 5050
CHICAGO, Illinois
UNITED STATES, 60606
CHICAGO, Illinois
UNITED STATES, 60606
CONTINENTAL ADVISORS Contact Information
Phone Number: 312-377-3777
Fax Number: 312-377-5028
Website: https://www.contadv.com
Fax Number: 312-377-5028
Website: https://www.contadv.com
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