COPPERSMITH CAPITAL Overview

Coppersmith Capital Management Llc is an investment advisor that manages 85.1 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 12/31/15. The fund's latest filing disclosed 105MM in positions, representing 124% of the manager's regulatory AUM.

COPPERSMITH CAPITAL StockAlpha

+5.8%
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

COPPERSMITH CAPITAL 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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COPPERSMITH CAPITAL Founders and Key Employees

Name Title In Position Since
Jerome J. Lande Managing Partner April-2012
Craig Rosenblum Partner And Chief Compliance Officer April-2012

COPPERSMITH CAPITAL Brokers, Custodians, Auditors and Administrators

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

COPPERSMITH CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies

Coppersmith seeks capital appreciation and investment income with minimized risk through its research, selection, hedging and constructive engagement of a portfolio of principally equity securities in developed markets. Coppersmith seeks corporate issuers whose equity securities trade at a significant disparity to existing, future or potential intrinsic values, on the basis of an intensive program of investment, operational and strategic due diligence, including potential alternative corporate strategies.

Coppersmith constructs a concentrated long portfolio of such securities with a stringent selection criteria designed to minimize fundamental risk while maximizing uncorrelated capital appreciation and income potential. In combination with its long portfolio, Coppersmith invests in a more diversified short portfolio designed to minimize fu...
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COPPERSMITH CAPITAL Portfolio Concentration

COPPERSMITH CAPITAL Location

ONE WORLD TRADE CENTER
SUITE 8500
NEW YORK, New York
UNITED STATES, 10007

COPPERSMITH CAPITAL Contact Information

Phone Number: (212) 804-8001
Fax Number: (646) 741-0127
Website:

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