FORT L.P. Overview
Fort L.p. is an investment advisor that manages 515.4 MM dollars in regulatory AUM and has 24 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/19. The fund's latest filing disclosed 496MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/19. The fund's latest filing disclosed 496MM in positions, representing 96% of the manager's regulatory AUM.
FORT L.P. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FORT L.P. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CI | 1.34% | Health | -7.33% | -0.06% | 0 | 14% | ||
| ALSN | 1.11% | Industrials | -6.94% | -0.04% | 0 | 6% | ||
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FEATURED IN
FORT L.P. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Yves M. Balcer | Ceo, Partner, Co-Founder And Principal | December-1999 |
| Sanjiv Kumar | President, Partner, Co-Founder And Principal | December-1999 |
| Scott L. Barnes | Chief Financial Officer | December-2013 |
| Sumit Kumar | Chief Technology Officer | March-2014 |
| Musser Devan | Chief Compliance Officer And General Counsel | December-2014 |
| Alan J. Marantz | Managing Director | April-2014 |
FORT L.P. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
FORT L.P. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategies and Method of Analysis
FORT makes available to Clients two proprietary trading programs developed by FORT: (i) Global Contrarian, a systematic, technical, trend-anticipating trading program (as opposed to a trend-following trading program) that seeks to anticipate and capitalize on short to intermediate- term trends (2 to 6 weeks) by investing in a broad spectrum of financial and non-financial futures contracts traded on U.S. and non-U.S. markets including contracts on short-term interest rates, bonds, currencies, stock indices, energy and metals; and (ii) Global Diversified, a combination of a managed futures strategy and an equity market neutral strategy.
The managed futures strategy is an actively managed portfolio of a broad spectrum of futures contracts, including contracts on short-term interest rates, bonds, currencies, stock indices, energy and metals, utilizing FORTâ€...
Unlock Full Investment Process Description
Investment Strategies and Method of Analysis
FORT makes available to Clients two proprietary trading programs developed by FORT: (i) Global Contrarian, a systematic, technical, trend-anticipating trading program (as opposed to a trend-following trading program) that seeks to anticipate and capitalize on short to intermediate- term trends (2 to 6 weeks) by investing in a broad spectrum of financial and non-financial futures contracts traded on U.S. and non-U.S. markets including contracts on short-term interest rates, bonds, currencies, stock indices, energy and metals; and (ii) Global Diversified, a combination of a managed futures strategy and an equity market neutral strategy.
The managed futures strategy is an actively managed portfolio of a broad spectrum of futures contracts, including contracts on short-term interest rates, bonds, currencies, stock indices, energy and metals, utilizing FORTâ€...
Unlock Full Investment Process Description
FORT L.P. Portfolio Concentration
FORT L.P. Location
2 WISCONSIN CIRCLE
SUITE 850
CHEVY CHASE, Maryland
UNITED STATES, 20815-7003
SUITE 850
CHEVY CHASE, Maryland
UNITED STATES, 20815-7003
FORT L.P. Contact Information
Phone Number: 301-986-6940
Fax Number: DECEMBER
Website: http://www.fortlp.com
Fax Number: DECEMBER
Website: http://www.fortlp.com
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