INDEPENDENCE CAPITAL Overview

Independence Capital Asset Part is a hedge fund that manages 1.1 BN dollars in regulatory AUM and has 16 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 12/31/15. The fund's latest filing disclosed 9MM in positions, representing 1% of the manager's regulatory AUM.

INDEPENDENCE CAPITAL StockAlpha

-5.3%
Top 25%
3yr StockAlpha Register for more...

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

INDEPENDENCE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

INDEPENDENCE CAPITAL Founders and Key Employees

Name Title In Position Since
James A. Hillary Chairman, Chief Executive Officer, Cio November-2006
Anita E. Falicia Chief Operating Officer October-2004
Beth G. Shanker Chief Compliance Officer March-2014

INDEPENDENCE CAPITAL Brokers, Custodians, Auditors and Administrators

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

INDEPENDENCE CAPITAL Investment Strategy

Item 8: Methods of Analysis, Investment Strategy and Risk of
Loss

Investment Strategy
The Advisor seeks to generate long-term compounded annual returns with less risk (i.e. volatility) than that of the stock market in general. The Advisor typically recommends investing in a portfolio of both long and short positions consisting primarily of publicly-traded common stocks. The Small Cap Fund utilizes the same investment strategy but invests primarily (eighty percent (80%) or greater) in publicly traded stock of small-capitalization or “small cap” companies. The Energy Fund seeks to generate long-term compounded annual returns by primarily (eighty percent (80%) or greater) of stocks of companies primarily engaged in activities in the energy industry, including but not limited to, the exploration, production, and
transmission of energy or energy fuels; the making and servicing of component products for such activities; energy research; and energy conservation. T...
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INDEPENDENCE CAPITAL Portfolio Concentration

INDEPENDENCE CAPITAL Location

1400 16TH STREET, SUITE 520
DENVER, Colorado
UNITED STATES, 80202

INDEPENDENCE CAPITAL Contact Information

Phone Number: 303-209-4100
Fax Number: 303-209-4101
Website:

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