HIGH POINTE CAPITAL Overview
High Pointe Capital Management Llc is an investment advisor that manages 282.5 MM dollars in regulatory AUM and has 6 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 03/31/21. The fund's latest filing disclosed 139MM in positions, representing 49% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 03/31/21. The fund's latest filing disclosed 139MM in positions, representing 49% of the manager's regulatory AUM.
HIGH POINTE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HIGH POINTE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
HIGH POINTE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gautam Dhingra | Director, Officer, Manager, Beneficial Owner | December-1997 |
| Ritu C. Dhingra | Director, Officer, Beneficial Owner, Chief Compliance Officer | December-1997 |
HIGH POINTE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
HIGH POINTE CAPITAL Investment Strategy
Item 8 – Method of Analysis, Investment Strategies and Risk of Loss
Investment Strategies and Method of Analysis
High Pointe manages Balanced Portfolio and Equity accounts.
Balanced Portfolio Accounts
Balanced Portfolio Account management starts with establishing an asset allocation policy to guide the management strategy of the account. Clients also have an opportunity to specify any guidelines and restrictions for their account. High Pointe then proceeds with construction of the portfolio. This typically involves a selection of 1) individual stocks to achieve U.S. equity exposure and 2) ADRs, mutual funds and Exchange-Traded Funds to achieve exposure to other asset classes such as international equity, emerging markets, municipal bonds, investment grade bonds, high yield bonds, etc. Clients may also choose to achieve equity exposure through the Limited Partnerships managed by High Pointe. High Po...
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Investment Strategies and Method of Analysis
High Pointe manages Balanced Portfolio and Equity accounts.
Balanced Portfolio Accounts
Balanced Portfolio Account management starts with establishing an asset allocation policy to guide the management strategy of the account. Clients also have an opportunity to specify any guidelines and restrictions for their account. High Pointe then proceeds with construction of the portfolio. This typically involves a selection of 1) individual stocks to achieve U.S. equity exposure and 2) ADRs, mutual funds and Exchange-Traded Funds to achieve exposure to other asset classes such as international equity, emerging markets, municipal bonds, investment grade bonds, high yield bonds, etc. Clients may also choose to achieve equity exposure through the Limited Partnerships managed by High Pointe. High Po...
Unlock Full Investment Process Description
HIGH POINTE CAPITAL Portfolio Concentration
HIGH POINTE CAPITAL Location
ONE NORTH LASALLE STREET
SUITE 2001
CHICAGO, Illinois
UNITED STATES, 60602
SUITE 2001
CHICAGO, Illinois
UNITED STATES, 60602
HIGH POINTE CAPITAL Contact Information
Phone Number: 312-726-2500
Fax Number: 312-726-6100
Website: http://www.highpointecapital.com
Fax Number: 312-726-6100
Website: http://www.highpointecapital.com
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