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 09/30/21. The fund's latest filing disclosed 141MM in positions, representing 16% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 141MM in positions, representing 16% of the manager's regulatory AUM.
LAGODA INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LAGODA INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TPL | 25.86% | Financials | 45.88% | 7.07% | 1 | 3% | ||
| PTC | 7.32% | Tech | 21.62% | 0.52% | 0 | 6% | ||
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FEATURED IN
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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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
SUITE 2215
NEW YORK, New York
UNITED STATES, 10019
LAGODA INVESTMENT Contact Information
Phone Number: 212-309-7664
Fax Number: 212-975-9030
Website: null
Fax Number: 212-975-9030
Website: null
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