CRITERION CAPITAL Overview

Criterion Capital Management is a hedge fund that manages 4.1 BN dollars in regulatory AUM and has 22 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 58% of the manager's regulatory AUM.

CRITERION CAPITAL StockAlpha

-1.9%
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

CRITERION CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPLK 8.44% Tech -4.45% -0.22% 2 6%
NOW 8.28% Tech 0.91% 0.2% 1 3%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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CRITERION CAPITAL Founders and Key Employees

Name Title In Position Since
Christopher H. Lord Managing Member, Trustee Of Lord Revocable Trust September-2006
David K. Riley Member, Trustee Of David Riley And Sarah Friar Revocable Trust Dated August 11, 2006 September-2006
Tomoko N. Fortune Member, Trustee Of Fortune Family Trust Dated 12/06/07 January-2011
Hillary Dwight Chief Compliance Officer January-2014
Matt Perona Cfo January-2015
Emma M. Dickson General Counsel April-2014
John J. Micek Coo January-2015

CRITERION CAPITAL Brokers, Custodians, Auditors and Administrators

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

CRITERION CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategies

Criterion’s investment strategies all seek long-term capital appreciation but differ with respect to their degrees of concentration and risk exposure. Each Criterion strategy involves investing, long and short, in a diversified portfolio of public equities selected primarily from the global technology, media and telecommunications sectors.

Criterion utilizes a fundamental research process, performing deep due diligence to select investments that it believes meet compelling risk/reward thresholds. Criterion selects investments based on the principle that earnings and/or cash flow ultimately determine security prices.

Criterion constructs long portfolios for clients based primarily on a bottom-up, fundamental research process aimed at identifying companies that are positioned to generate excess revenue, cash flow and/or earnings at a rate higher than is expected....
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CRITERION CAPITAL Portfolio Concentration

CRITERION CAPITAL Location

4 EMBARCADERO CENTER
34TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111

CRITERION CAPITAL Contact Information

Phone Number: 415-834-3500
Fax Number: 415-249-1299
Website:

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