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 09/30/16. The fund's latest filing disclosed 57MM in positions, representing 41% of the manager's regulatory AUM.

PHASECAPITAL LP StockAlpha

-3%
Top 25%
2yr StockAlpha Register for more...

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

PHASECAPITAL LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LQD 43.99% ETF -4.54% -2.55% 0 4%
XLP 21.73% ETF -3.59% -1.5% 0 8%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 ...
Get the Full Report

PHASECAPITAL LP Portfolio Concentration

PHASECAPITAL LP Location

185 DARTMOUTH STREET
7TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116

PHASECAPITAL LP Contact Information

Phone Number: 617-587-5806
Fax Number: 617-587-5807
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B