FOUNDATION ASSET Overview

Foundation Asset Management Llc is a hedge fund that manages 822.9 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 295MM in positions, representing 36% of the manager's regulatory AUM.

FOUNDATION ASSET StockAlpha

-3.7%
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

FOUNDATION ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
STC 19.72% Financials -1.24% -3.71% 5 3%
CPRT 19.26% Industrials 4.42% -0.7% 1 5%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

FOUNDATION ASSET Founders and Key Employees

Name Title In Position Since
David S. Charney Limited Partner And Portfolio Manager Of Foundation Asset Management, Lp November-2011
Bernard J. Bresnahan Limited Partner, Chief Operating Officer And Chief Compliance Officer Of Foundation Asset Management, Lp December-2011
Sky Wilber Limited Partner And Portfolio Manager Of Foundation Asset Management, Lp November-2011
Michael D. Charney Trustee Wagon Wheel Investment Trust August-2014
Tanya A. Charney Trustee Wagon Wheel Investment Trust August-2014
Frank A. Bosco Chief Financial Officer Of Foundation Asset Management, Lp January-2015
David S. Charney Managing Member Of Foundation Asset Management Gp, Llc January-2012
Bernard J. Bresnahan Member Of Foundation Asset Management Gp, Llc March-2012
Sky Wilber Managing Member Of Foundation Asset Management Gp, Llc March-2012

FOUNDATION ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

FOUNDATION ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategy.

David Charney and Sky Wilber, as co-portfolio managers, lead the investment team and have final responsibility for all investment decisions regarding the Funds’ portfolios. The investment team seeks to identify mispriced securities, thereby providing risk adjusted returns on capital.

Foundation will focus on companies where it believes misunderstood events are causing under or overvaluation, and where Foundation believes it has identified a catalyst for change.

Core attributes of the investment strategy generally includes, but will not be limited to:

 Mispricing – the core of the investment philosophy is that the larger the value gap, the lower the risk and the higher the potential reward; consistent with the margin of safety principle;

 Having a fact-based understanding of how the value gap is going to be closed...
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FOUNDATION ASSET Portfolio Concentration

FOUNDATION ASSET Location

81 MAIN STREET
SUITE 306
WHITE PLAINS, New York
UNITED STATES, 10601

FOUNDATION ASSET Contact Information

Phone Number: 914-574-2923
Fax Number: 914-574-2084
Website:

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