CYPRESS FUNDS LLC Overview
Cypress Funds Llc is an investment advisor that manages 380.5 MM dollars in regulatory AUM and has 17 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 571MM in positions, representing 150% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 571MM in positions, representing 150% of the manager's regulatory AUM.
CYPRESS FUNDS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CYPRESS FUNDS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BA | 12.62% | Industrials | -9.38% | -0.81% | 0 | 24% | ||
| AMZN | 10.44% | Cons. Disc. | 2.47% | 0.26% | 0 | 39% | ||
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FEATURED IN
CYPRESS FUNDS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert A. Day | Member And Manager | December-1996 |
| Jerry W. Carlton | Manager | January-2007 |
| Robert Miller | Chief Operating Officer And Chief Compliance Officer | January-2009 |
CYPRESS FUNDS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
CYPRESS FUNDS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategy
Cypress uses bottom-up, fundamental research and analysis in its investment decision-making process. The funds that it manages generally invest in equity securities of issuers in a wide range of industries on a global basis. Cypress seeks to identify and invest in companies that are redefining industries and changing competitive landscapes. Its research efforts therefore focus on structural changes occurring within individual companies, industries or the economy at large. Change represents opportunity to succeed or fail. Cypress seeks to take advantage of these opportunities before the impending change is recognized by the marketplace and reflected in the prices of the relevant securities.
Cypress seeks to maximize long-term capital appreciation for the Funds’ investors by taking long positions in securities that satisfy Cypress’s investment objectives. Cypress also seeks to i...
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Investment Strategy
Cypress uses bottom-up, fundamental research and analysis in its investment decision-making process. The funds that it manages generally invest in equity securities of issuers in a wide range of industries on a global basis. Cypress seeks to identify and invest in companies that are redefining industries and changing competitive landscapes. Its research efforts therefore focus on structural changes occurring within individual companies, industries or the economy at large. Change represents opportunity to succeed or fail. Cypress seeks to take advantage of these opportunities before the impending change is recognized by the marketplace and reflected in the prices of the relevant securities.
Cypress seeks to maximize long-term capital appreciation for the Funds’ investors by taking long positions in securities that satisfy Cypress’s investment objectives. Cypress also seeks to i...
Unlock Full Investment Process Description
CYPRESS FUNDS LLC Portfolio Concentration
CYPRESS FUNDS LLC Location
865 S. FIGUEROA STREET
SUITE 700
LOS ANGELES, California
UNITED STATES, 90017
SUITE 700
LOS ANGELES, California
UNITED STATES, 90017
CYPRESS FUNDS LLC Contact Information
Phone Number: 213-891-6375
Fax Number: 213-891-6343
Website: null
Fax Number: 213-891-6343
Website: null
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