EDGESTREAM PARTNERS Overview

Edgestream Partners Lp is a hedge fund that manages 234.5 MM dollars in regulatory AUM and has 34 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 182MM in positions, representing 77% of the manager's regulatory AUM.

EDGESTREAM PARTNERS StockAlpha

-1.1%
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

EDGESTREAM PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TLT 13.3% ETF -12.62% -1.76% 0 6%
QQQ 4.63% ETF -1.79% -0.19% 0 16%
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FEATURED IN
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EDGESTREAM PARTNERS Founders and Key Employees

Name Title In Position Since
Sandor H. Straus Executive Vice President And Limited Partner December-2007
Sheila S. Chatraei Chief Financial Officer June-2013
Peter N. Yianilos Chief Executive Officer December-2007
Natalie M. Gall Chief Compliance Officer November-2013

EDGESTREAM PARTNERS Brokers, Custodians, Auditors and Administrators

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

EDGESTREAM PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We seek to maximize long-term returns for our client through capital appreciation by investing our client’s assets pursuant to a proprietary technical trading system, described in greater detail below. Since the trading methods used by our firm are both proprietary and confidential, the following discussion is general in nature and is not intended to be exhaustive.

Our firm’s technical trading system is largely automated with respect to the generation of its signals and utilizes mathematical models to identify profitable trading opportunities in various securities markets. Our trading decisions are based on a strategy which seeks to take into account certain “technical” factors in identifying price patterns. The buy and sell signals generated by the system are not based on analysis of fundamental supply and demand factors, general economic factors or anticipated world events. Instead, they are gen...
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EDGESTREAM PARTNERS Portfolio Concentration

EDGESTREAM PARTNERS Location

902 CARNEGIE CENTER, SUITE 200
PRINCETON, New Jersey
UNITED STATES, 08540

EDGESTREAM PARTNERS Contact Information

Phone Number: 609-681-2200
Fax Number: 609-681-2222
Website:

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