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 09/30/16. The fund's latest filing disclosed 290MM in positions, representing 56% of the manager's regulatory AUM.

FORT L.P. StockAlpha

+2.4%
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

FORT L.P. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IDCC 10.17% Tech -0.38% 0.16% 1 6%
GIB 7.55% Tech -1.09% 0.07% 2 4%
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FEATURED IN
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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 FORT...
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FORT L.P. Portfolio Concentration

FORT L.P. Location

2 WISCONSIN CIRCLE
SUITE 850
CHEVY CHASE, Maryland
UNITED STATES, 20815-7003

FORT L.P. Contact Information

Phone Number: 301-986-6940
Fax Number: DECEMBER
Website:

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