CRESTPOINT CAPITAL Overview

Crestpoint Capital Mgmt Llc is a hedge fund that manages 225 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 195MM in positions, representing 87% of the manager's regulatory AUM.

CRESTPOINT CAPITAL StockAlpha

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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

CRESTPOINT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 3.86% Energy 0.61% -0.16% 0 29%
SE 2.08% Energy -4.09% -0.2% 0 9%
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FEATURED IN
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CRESTPOINT CAPITAL Founders and Key Employees

Name Title In Position Since
William M. Uhlemeyer Managing Member And Cco June-2013

CRESTPOINT CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

CRESTPOINT CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Equity Strategy

For clients with a portfolio size where full diversification is economical, the firm believes its disciplined equity portfolio strategy, which employs a repetitive, quantitative process to manage portfolios, can add value. The


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objective of the strategy is to achieve excess returns above the Standard & Poor’s 500 Stock Index, while incurring similar volatility.

The strategy's process is comprised of four main steps.

1. Screen a database to create an investable universe.

A database of approximately 4000 names is screened to create an investable universe. Examples of the screening variables are a quality measure, capitalization size, dollar price, average daily trading volume, extraordinarily high dividend yields, foreign securities, completeness of data, and several proprietary variables. An investable universe of approximately...
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CRESTPOINT CAPITAL Portfolio Concentration

CRESTPOINT CAPITAL Location


CRESTPOINT CAPITAL Contact Information

Phone Number: 573-693-1506
Fax Number: 573-693-1507
Website:

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