PORTOLAN CAPITAL Overview

Portolan Capital Management Llc is a hedge fund that manages 550.6 MM dollars in regulatory AUM and has 11 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 729MM in positions, representing 132% of the manager's regulatory AUM.

PORTOLAN CAPITAL StockAlpha

-7.5%
Top 25%
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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

PORTOLAN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CWST 5.33% Industrials 24.76% 0.94% 6 3%
RNG 3.81% Telecom -13.14% -0.57% 3 3%
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FEATURED IN
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PORTOLAN CAPITAL Founders and Key Employees

Name Title In Position Since
George F. Mccabe Chief Investment Officer, Managing Director, And Sole Member December-2004
Nancy J. Bonner Chief Operating Officer November-2014
Christopher S. Nardone Chief Compliance Officer And Chief Financial Officer November-2014
Demetrios . Koutsourakis Chief Operating Officer April-2013

PORTOLAN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

PORTOLAN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Portolan applies fundamental analysis to evaluate investment opportunities for its Clients. Portolan places heavy emphasis on analyzing the long-term future earning power of a company relative to its current valuation in the market. In general, Portolan will seek to identify undervalued companies with improving fundamentals. Investment selection criteria for companies of all capitalizations generally fall into several categories that are not necessarily distinct. Portolan considers these elements as indicative of opportunity for attractive long-term investment. Elements that Portolan seeks in investment opportunities include, but are not limited to, the following ten broadly defined categories which are viewed as part of an overall investment strategy and not necessarily as discrete opportunities:

• Value, including companies undervalued relative to assets and earnings and related metrics i...
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PORTOLAN CAPITAL Portfolio Concentration

PORTOLAN CAPITAL Location

TWO INTERNATIONAL PLACE
26TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

PORTOLAN CAPITAL Contact Information

Phone Number: 617-753-6400
Fax Number: 617-753-6450
Website:

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