CUMBERLAND Overview

Cumberland Associates is a hedge fund that manages 278 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 45MM in positions, representing 16% of the manager's regulatory AUM.

CUMBERLAND StockAlpha

-6.2%
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

CUMBERLAND Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AYA 50.26% Tech -9.88% -5.48% 7 2%
DVMT 6.27% Tech 0% -0.06% 0 13%
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FEATURED IN
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CUMBERLAND Founders and Key Employees

Name Title In Position Since
Andrew M. Wallach Co-Chief Executive Officer November-2013
Barry A. Konig Director November-2013
Laura T. Conover-Ferchak Chief Operating Officer, Chief Compliance Officer November-2013
Jason N. Ader Co-Chief Executve Officer November-2013
Andrew P. Nelson Chief Financial Officer November-2013
Daniel B. Silvers President November-2013

CUMBERLAND Brokers, Custodians, Auditors and Administrators

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

CUMBERLAND Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies

The descriptions set forth in this brochure of specific advisory services that the Adviser offers to clients, and investment strategies pursued and investments made by the Adviser on behalf of its clients, should not be understood to limit in any way the Adviser’s investment activities. The Adviser may offer any advisory services, engage in any investment strategy and make any investment, including any not described in this brochure, that the Adviser considers appropriate, subject to each client’s investment objectives and guidelines. The investment strategies the Adviser pursues are speculative and entail substantial risks. Investors in the Adviser’s funds should be prepared to bear a substantial loss of capital. There can be no assurance that the investment objectives of any client will be achieved.

The Adviser uses a fundamentall...
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CUMBERLAND Portfolio Concentration

CUMBERLAND Location

1370 AVENUE OF THE AMERICAS
28TH FLOOR
NEW YORK, New York
UNITED STATES, 10019

CUMBERLAND Contact Information

Phone Number: 212-445-7800
Fax Number: 212-445-7801
Website:

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Disclaimer

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