PHASECAPITAL LP Overview
Phasecapital Lp is an investment advisor that manages 137.2 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/17. The fund's latest filing disclosed 80MM in positions, representing 58% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/17. The fund's latest filing disclosed 80MM in positions, representing 58% of the manager's regulatory AUM.
PHASECAPITAL LP StockAlpha
| Top 25% |
2.5yr StockAlpha
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Fundamental & Technical Factor Exposure
PHASECAPITAL LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LQD | 52.22% | ETF | 4.2% | 1.36% | 0 | 6% | ||
| XLP | 22.35% | ETF | 1.69% | -0.55% | 0 | 6% | ||
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FEATURED IN
PHASECAPITAL LP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John C. Donahue | Chief Executive Officer And Limited Partner | January-2012 |
| Geoffrey Goodell | Chief Investment Officer And Limited Partner | February-2013 |
| Pinaki Chatterjee | Director Of Research And Limited Partner | February-2013 |
| Lorena Timko | Chief Compliance Officer | August-2014 |
| David Korsnack | Director Of Trading And Limited Partner | November-2014 |
| Eric J. Pritchett | Limited Partner | December-2014 |
PHASECAPITAL LP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
PHASECAPITAL LP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
PhaseCapital Fund’s and the Account’s investment objective is to maximize realized risk adjusted returns through tactical asset allocation across asset classes and investment strategies. PhaseCapital Funds and the Account will seek to achieve their investment objective by investing primarily in securities and derivatives that represent exposures to broad asset classes, such as index futures, exchange-traded funds and other derivatives that represent exposures to the performance of many securities. PhaseCapital will also consider certain factors relating to such asset classes, which may determine, for example, how broad the asset class will be (e.g., the S&P
500 Index v. the S&P 100 Index). PhaseCapital Fund’s and the Account’s assets are allocated among such securities and derivatives depending on the type and quality of information identified by the strategies, the liquidity ...
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PhaseCapital Fund’s and the Account’s investment objective is to maximize realized risk adjusted returns through tactical asset allocation across asset classes and investment strategies. PhaseCapital Funds and the Account will seek to achieve their investment objective by investing primarily in securities and derivatives that represent exposures to broad asset classes, such as index futures, exchange-traded funds and other derivatives that represent exposures to the performance of many securities. PhaseCapital will also consider certain factors relating to such asset classes, which may determine, for example, how broad the asset class will be (e.g., the S&P
500 Index v. the S&P 100 Index). PhaseCapital Fund’s and the Account’s assets are allocated among such securities and derivatives depending on the type and quality of information identified by the strategies, the liquidity ...
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PHASECAPITAL LP Portfolio Concentration
PHASECAPITAL LP Location
185 DARTMOUTH STREET
7TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116
7TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116
PHASECAPITAL LP Contact Information
Phone Number: 617-587-5806
Fax Number: 617-587-5807
Website: http://www.phasecap.com
Fax Number: 617-587-5807
Website: http://www.phasecap.com
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