ISZO CAPITAL Overview

Iszo Capital Management Lp is an investment advisor that manages 235 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/14 to 09/30/16. The fund's latest filing disclosed 18MM in positions, representing 8% of the manager's regulatory AUM.

ISZO CAPITAL StockAlpha

+1.5%
Top 25%
2.75yr 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

ISZO CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NATH 47.73% Cons. Disc. 15.81% 5.91% 15 1%
ALJJ 14.81% Materials -8.72% -1.85% 11 2%
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FEATURED IN
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ISZO CAPITAL Founders and Key Employees

Name Title In Position Since
Brian L. Sheehy Limited Partner And Chief Compliance Officer Of Iszo Capital Management Lp January-2010
Brian L. Sheehy Managing Member Of Iszo Capital Gp Llc February-2010

ISZO CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

ISZO CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies Generally

Our investment strategy is to generate superior absolute returns over long periods of time regardless of market direction. To achieve superior returns and minimize risk, we will use fundamental analysis that will incorporate both top down (i.e., macro) and bottom up (i.e., company specific) analysis. We believe that short-term moves in securities are difficult to predict, but that economic fundamentals determine asset prices over longer periods of time. We also believe that investment flexibility is an important element of achieving superior returns over time, as opportunities in certain sectors and securities tend to vary. However, the Fund will principally be long and short positions in publicly traded equity and debt securities. We will also employ the use of derivative instruments such as options, exchange-traded index securities, curr...
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ISZO CAPITAL Portfolio Concentration

ISZO CAPITAL Location

415 MADISON AVE, 14TH FLOOR
NEW YORK, New York
UNITED STATES, 10017

ISZO CAPITAL Contact Information

Phone Number: 646-775-4934
Fax Number: 646-381-3645
Website:

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