FOX POINT CAPITAL Overview

Fox Point Capital Management Ll is a hedge fund that manages 269 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 43MM in positions, representing 16% of the manager's regulatory AUM.

FOX POINT CAPITAL StockAlpha

-6.7%
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

FOX POINT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FB 18.63% Tech -7.3% -1.57% 0 37%
PCLN 17.1% Cons. Disc. 5.25% -0.09% 0 24%
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FEATURED IN
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FOX POINT CAPITAL Founders and Key Employees

Name Title In Position Since
Charles S. Anderson Managing Member August-2006
Allison Albanese Chief Compliance Officer January-2015
Matthew H. Aquino Chief Operating Officer April-2015
Scott J. Schweitzer Chief Operating Officer August-2006
Bryan R. Schrubbe Chief Compliance Officer/Chief Financial Officer January-2012

FOX POINT CAPITAL Brokers, Custodians, Auditors and Administrators

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

FOX POINT CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investment Strategy

In managing the Funds, our investment objective is to generate the highest possible absolute returns that outperform those of broader market averages over the long term. In order to achieve this objective, we expect to invest the Funds’ assets in a diversified portfolio of long and short equity investments that will reduce overall risk and the volatility of returns. We expect to utilize a research-driven process based on intensive fundamental bottom-up analysis to select these investments.

We will attempt to achieve our investment objective by employing both long and short strategies and by diversifying the Funds’ portfolio among various industries and geographies. We intend to invest in the common stocks of companies around the world that we believe exhibit solid returns on capital, strong growth characteristics and reasonable valuations. We will seek to invest in compan...
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FOX POINT CAPITAL Portfolio Concentration

FOX POINT CAPITAL Location

101 PARK AVENUE
33RD FLOOR
NEW YORK, New York
UNITED STATES, 10178

FOX POINT CAPITAL Contact Information

Phone Number: 212-984-2373
Fax Number: 212-983-5051
Website:

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