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 03/31/19. The fund's latest filing disclosed 209MM in positions, representing 44% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/19. The fund's latest filing disclosed 209MM in positions, representing 44% of the manager's regulatory AUM.
FORT POINT CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FORT POINT CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 18.67% | ETF | 1.2% | 0% | 0 | 23% | ||
| EFA | 7.75% | ETF | -0.81% | -0.14% | 0 | 11% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
FORT POINT CAPITAL Portfolio Concentration
FORT POINT CAPITAL Location
275 SACRAMENTO STREET
8TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111
8TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111
FORT POINT CAPITAL Contact Information
Phone Number: (415) 449-0570
Fax Number: (415) 449-0571
Website: null
Fax Number: (415) 449-0571
Website: null
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