LAGODA INVESTMENT Overview

Lagoda Investment Management L.p. is an investment advisor that manages 860 MM dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 333MM in positions, representing 39% of the manager's regulatory AUM.

LAGODA INVESTMENT StockAlpha

-7.6%
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

LAGODA INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SGEN 9.21% Health 23.5% 2.78% 1 4%
REGN 8.84% Health -7.29% -0.05% 0 11%
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FEATURED IN
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LAGODA INVESTMENT Founders and Key Employees

Name Title In Position Since
Youngdawn D. Ha Limited Partner, Managing Principal March-2014
Allen W. Zern Limited Partner February-2014
Patrick A. Keenan Chief Financial Officer And Chief Compliance Officer March-2014
Fatima K. Dickey Limited Partner, Senior Managing Principal May-2014
Richard L. Bayles Limited Partner, Senior Managing Principal May-2014

LAGODA INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

LAGODA INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in any security or investment strategy involves the risk of loss and each client should be prepared to bear that loss. There can be no assurance that the investment objective of a client will be achieved or that the strategies implemented on the client’s behalf will be successful. Clients must be prepared to lose all or substantially all of their investment.

Methods of Analysis and Investment Strategies


Lagoda seeks long-term growth of capital by principally investing in publicly-traded equity securities of companies around the world. Lagoda employs a high-conviction, long-term-oriented, fundamentals-driven strategy that focuses on investing in companies with sustainable competitive advantage, alignment of incentives through ownership structure and culture, and opportunistic valuation. Lagoda applies this framework on a global basis without limitation on industry sectors or market...
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LAGODA INVESTMENT Portfolio Concentration

LAGODA INVESTMENT Location

3 COLUMBUS CIRCLE
SUITE 2215
NEW YORK, New York
UNITED STATES, 10019

LAGODA INVESTMENT Contact Information

Phone Number: 212-309-7664
Fax Number: 212-975-9030
Website:

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