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 03/31/20. The fund's latest filing disclosed 65MM in positions, representing 28% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 03/31/20. The fund's latest filing disclosed 65MM in positions, representing 28% of the manager's regulatory AUM.
ISZO CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ISZO CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CDMO | 44.24% | Health | 46.77% | 11.35% | 7 | 2% | ||
| NTP | 32.21% | Tech | 63.45% | 11.45% | 27 | 1% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
ISZO CAPITAL Portfolio Concentration
ISZO CAPITAL Location
415 MADISON AVE, 14TH FLOOR
NEW YORK, New York
UNITED STATES, 10017
NEW YORK, New York
UNITED STATES, 10017
ISZO CAPITAL Contact Information
Phone Number: 646-775-4934
Fax Number: 646-381-3645
Website: null
Fax Number: 646-381-3645
Website: null
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