COPPER ROCK CAPITAL Overview

Copper Rock Capital Partners Llc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 20 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 49% of the manager's regulatory AUM.

COPPER ROCK CAPITAL StockAlpha

-2%
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

COPPER ROCK CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TVPT 3.96% Tech -10.3% -0.35% 3 4%
NTRI 2.41% Cons. Disc. 22.27% 0.46% 3 4%
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FEATURED IN
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COPPER ROCK CAPITAL Founders and Key Employees

Name Title In Position Since
Peter J. Hadelman Principal And Head Of Relationship Management January-2005
Michael A. Forrester Principal, Manager, Chief Executive Officer September-2007
Stephen P. Dexter Principal, Manager,Chief Investment Officer, Chairman Of The Board And Portfolio Manager January-2009
Denise D. Selden Principal And Portfolio Manager January-2009
David H. Shea Principal And Portfolio Manager January-2009
Jeffrey R. Gates Chief Compliance Officer January-2010
Aidan J. Riordan Manager July-2011

COPPER ROCK CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

COPPER ROCK CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

A combination of quantitative and fundamental analysis, portfolio construction rules, risk management and performance attribution analysis are applied to manage the Global Equity strategies.

For the Global Equity strategies, the investable universe consists of approximately 15,000 stocks. The combination of a strong quantitative model and application of deep fundamental analysis leads the team to select companies which have growth characteristics superior to their relative peer group, where margins are expanding and market share is increasing. The Global Equities team ranks all stocks in the universe by expected return based on its proprietary multi factor quantitative model. Securities are then selected from the full universe global stocks for further fundamental analysis. Fundamental research includes detailed company analysis and findings from a constant flow of visits wi...
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COPPER ROCK CAPITAL Portfolio Concentration

COPPER ROCK CAPITAL Location

200 CLARENDON STREET
51ST FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116

COPPER ROCK CAPITAL Contact Information

Phone Number: 617-369-7100
Fax Number: 617-369-7208
Website:

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