FORT POINT CAPITAL Overview

Fort Point Capital Partners Llc is a hedge fund that manages 471.6 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 228MM in positions, representing 48% of the manager's regulatory AUM.

FORT POINT CAPITAL StockAlpha

-4.4%
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 POINT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 13.16% ETF 4.09% 0% 0 29%
EFA 6.83% ETF -1.12% -0.36% 0 13%
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FEATURED IN
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FORT POINT CAPITAL Founders and Key Employees

Name Title In Position Since
Ralph M. Drybrough Managing Member January-2008
Jeffrey D. Wycoff Managing Member January-2008
Justin H. Schleifer Chief Compliance Officer April-2013

FORT POINT CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

FORT POINT CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategies
We strive to provide each client with a sustainable investment experience by pursuing a consistent strategy tailored to each client’s risk tolerance described in each client’s investment profile and build our client profiles. We take into consideration the following factors when building a client’s portfolio:

• Identify client’s risk tolerance
• Define the client’s time horizon
• Ensure that the client’s liquidity needs are assessed and met
• Define market metrics which include volatility and correlation

Because volatility and correlation of asset classes change over time, these changes can cause a client’s risk profile to change as well. As such, we regularly rebalance our clients’ portfolios in an attempt to mitigate this change. Our method of analysis involves using hedging strategies that reduce volatility. Because ownin...
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FORT POINT CAPITAL Portfolio Concentration

FORT POINT CAPITAL Location

275 SACRAMENTO STREET
8TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111

FORT POINT CAPITAL Contact Information

Phone Number: (415) 449-0570
Fax Number: (415) 449-0571
Website:

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