NEW MOUNTAIN VANTAGE Overview
New Mountain Vantage Advisers L.l.c. is a hedge fund that manages 3 BN dollars in regulatory AUM and has 78 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 12/31/20. The fund's latest filing disclosed 861MM in positions, representing 28% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 12/31/20. The fund's latest filing disclosed 861MM in positions, representing 28% of the manager's regulatory AUM.
NEW MOUNTAIN VANTAGE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEW MOUNTAIN VANTAGE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AVTR | 91.54% | Health | 17.12% | 10.98% | 4 | 9% | ||
| LKQ | 4.24% | Cons. Disc. | 23.07% | 0.37% | 1 | 9% | ||
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FEATURED IN
NEW MOUNTAIN VANTAGE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven B. Klinsky | Founder And Chief Executive Officer | July-2005 |
| Daniel Riley | Managing Director & Portfolio Manager | January-2015 |
| Paula A. Bosco | Managing Director, Cco & Chief Regulatory Counsel | January-2011 |
| Adam Weinstein | Managing Director & Chief Financial Officer | January-2015 |
| Adam J. Collins | Managing Director & Co-Chief Financial Officer | September-2001 |
| David B. Frost | Managing Director & Co-Portfolio Manager | July-2010 |
NEW MOUNTAIN VANTAGE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
NEW MOUNTAIN VANTAGE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The long/short Funds advised by NMVA have the objective of generating attractive absolute long- term returns in excess of the broader U.S. equity markets (such as the S&P 500 TR Index), or other investor-selected indices, while attempting to do so with lower risk than that associated with such markets. T he l o ng - b i a s e d F unds advised by NMVA have the objective of generating attractive relative long-term returns in excess of the broader U.S. equity markets (such as the S&P 500 TR Index) while attempting to do so with lower risk than that associated with such markets. Specifically, the Funds managed by NMVA invest primarily in long and short equities and may invest in derivative instruments. NMVA seeks to apply New Mountain’s prior ownership skills of private companies and experience to the public markets to meet its objective. The Funds have historically employed no direct portfolio leverage to ...
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The long/short Funds advised by NMVA have the objective of generating attractive absolute long- term returns in excess of the broader U.S. equity markets (such as the S&P 500 TR Index), or other investor-selected indices, while attempting to do so with lower risk than that associated with such markets. T he l o ng - b i a s e d F unds advised by NMVA have the objective of generating attractive relative long-term returns in excess of the broader U.S. equity markets (such as the S&P 500 TR Index) while attempting to do so with lower risk than that associated with such markets. Specifically, the Funds managed by NMVA invest primarily in long and short equities and may invest in derivative instruments. NMVA seeks to apply New Mountain’s prior ownership skills of private companies and experience to the public markets to meet its objective. The Funds have historically employed no direct portfolio leverage to ...
Unlock Full Investment Process Description
NEW MOUNTAIN VANTAGE Portfolio Concentration
NEW MOUNTAIN VANTAGE Location
787 7TH AVENUE
49TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
49TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
NEW MOUNTAIN VANTAGE Contact Information
Phone Number: 212-720-0300
Fax Number: 646-390-1097
Website: http://www.newmountaincapital.com
Fax Number: 646-390-1097
Website: http://www.newmountaincapital.com
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