ESPALIER GLOBAL Overview

Espalier Global Management Llc is a hedge fund that manages 760 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 308MM in positions, representing 41% of the manager's regulatory AUM.

ESPALIER GLOBAL StockAlpha

-0.5%
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

ESPALIER GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 21.03% ETF 1.51% 0% 0 29%
GOOGL 5.21% Tech -4.94% -0.12% 0 34%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ESPALIER GLOBAL Founders and Key Employees

Name Title In Position Since
Wojciech Uzdelewicz Managing Principal November-2010
Steven C. Plank Principal November-2010
Venera T. Giannetto Chief Compliance Officer And Chief Financial Officer May-2011

ESPALIER GLOBAL Brokers, Custodians, Auditors and Administrators

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ESPALIER GLOBAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies.

The Adviser utilizes a variety of methods and strategies to make investment decisions and recommendations. The methods of analysis include fundamental research and a disciplined risk and reward analysis.

The Adviser employs the following investment strategies:

Equity. The Adviser’s equity strategy focuses on investments in the technology, media and telecommunications sectors, which include investments in companies that specialize in hardware, software, networking, wireless, internet technology services, semiconductors and technology outsourcing. The Adviser’s equity strategy may also focus on investments in the consumer, healthcare, industrials and financial sectors that face significant benefit or disruption from technology. The Adviser’s equity strategy focuses on investment opportunities in more than one capitalization cat...
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ESPALIER GLOBAL Portfolio Concentration

ESPALIER GLOBAL Location

599 LEXINGTON AVENUE
SUITE 4110
NEW YORK, New York
UNITED STATES, 10022

ESPALIER GLOBAL Contact Information

Phone Number: (212) 339-3981
Fax Number: (212) 339-3933
Website:

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