MONARCH ALTERNATIVE Overview
Monarch Alternative Capital is a hedge fund that manages 6.4 BN dollars in regulatory AUM and has 72 employees, of which 22 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 325MM in positions, representing 5% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 325MM in positions, representing 5% of the manager's regulatory AUM.
MONARCH ALTERNATIVE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MONARCH ALTERNATIVE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| APLE | 23.7% | Financials | 0.27% | -1.8% | 2 | 2% | ||
| AER | 17.62% | Industrials | -11.05% | -3.36% | 1 | 2% | ||
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FEATURED IN
MONARCH ALTERNATIVE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael A. Weinstock | Managing Principal & Ceo | March-2002 |
| Andrew J. Herenstein | Managing Principal | March-2002 |
| Christopher M. Santana | Managing Principal | March-2002 |
| Michael J. Kelly | Managing Principal, General Counsel & Chief Operating Officer | June-2010 |
| Stacey H. Maman | Managing Principal & Director Of Investor Relations And Business Development | January-2008 |
| Ronen Voloshin | Associate General Counsel & Chief Compliance Officer | August-2011 |
| Michael M. Maroof | Managing Principal & Chief Financial Officer | November-2007 |
| Michael D. Gillin | Director Of Operations | January-2007 |
| Thomas J. Vigliotta | Managing Principal | January-2009 |
| Patrick J. Bartels | Managing Principal | January-2011 |
| Adam R. Sklar | Managing Principal | January-2012 |
| Roger W. Schmitz | Managing Principal | March-2014 |
MONARCH ALTERNATIVE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
MONARCH ALTERNATIVE Investment Strategy
ITEM 8: METHODS OF ANALYSIS, INVESTMENT STRATEGIES & Risk of Loss
The Adviser’s strategy is to identify inefficient segments of the credit markets that provide for attractive distressed investments and to leverage the Adviser’s core skills and experience to create value for its Clients. Monarch takes a flexible and opportunistic approach to investing by generally focusing on areas with limited competition, including small to mid-sized capital structures, less trafficked instruments in large situations and unique investment approaches within certain segments and industries.
The Adviser utilizes a research-driven approach to investing. Monarch seeks to develop a superior understanding over the sellers of distressed instruments, who typically are unwilling or unable to hold distressed debt, by utilizing its expertise and conducting more research about the company, the capital structure and, as applicable, the restructuring or legal process. Monarch's Cl...
Unlock Full Investment Process Description
The Adviser’s strategy is to identify inefficient segments of the credit markets that provide for attractive distressed investments and to leverage the Adviser’s core skills and experience to create value for its Clients. Monarch takes a flexible and opportunistic approach to investing by generally focusing on areas with limited competition, including small to mid-sized capital structures, less trafficked instruments in large situations and unique investment approaches within certain segments and industries.
The Adviser utilizes a research-driven approach to investing. Monarch seeks to develop a superior understanding over the sellers of distressed instruments, who typically are unwilling or unable to hold distressed debt, by utilizing its expertise and conducting more research about the company, the capital structure and, as applicable, the restructuring or legal process. Monarch's Cl...
Unlock Full Investment Process Description
MONARCH ALTERNATIVE Portfolio Concentration
MONARCH ALTERNATIVE Location
535 MADISON AVENUE
26 FL
NEW YORK, New York
UNITED STATES, 10022-4214
26 FL
NEW YORK, New York
UNITED STATES, 10022-4214
MONARCH ALTERNATIVE Contact Information
Phone Number: 212-554-1700
Fax Number: 212-554-1701
Website: http://www.monarchlp.com
Fax Number: 212-554-1701
Website: http://www.monarchlp.com
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