PUNCH CARD MANAGEMENT Overview

Punch Card Management L.p. is an investment advisor that manages 245.8 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 200MM in positions, representing 81% of the manager's regulatory AUM.

PUNCH CARD MANAGEMENT StockAlpha

-10.2%
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

PUNCH CARD MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BIDU 49.82% Tech -6.18% -4.03% 0 14%
BRK.A 40.4% Financials 14.32% -1.7% 1 8%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

PUNCH CARD MANAGEMENT Founders and Key Employees

Name Title In Position Since
Norbert Lou Chief Compliance Officer, Limited Partner April-2004
Francis Chow Chief Operating Officer January-2015

PUNCH CARD MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

PUNCH CARD MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

8.A. Methods of Analysis and Investment Strategies
Punch Card primarily invests the Fund’s assets in equity securities that are believed to be
fundamentally undervalued. The Fund seeks to achieve long-term capital appreciation. Rather than owning a broadly diversified portfolio, the Fund concentrates its investments on a small number of ideas, typically owning less than ten positions. There is no guarantee that Punch Card’s methods of analysis and investment strategies will succeed. Investing in the Fund involves risk of loss that Investors should be prepared to bear.

8.B. Material Risks of Investment Strategies


There can be no guarantee of success of Punch Card’s strategy and the success of the strategy may be adversely affected by general economic and market conditions such as market changes, interest rates, availability of credit, inflation rates, changes in laws and politica...
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PUNCH CARD MANAGEMENT Portfolio Concentration

PUNCH CARD MANAGEMENT Location

250 SOUTH PARK AVENUE
SUITE 510
WINTER PARK, Florida
UNITED STATES, 32789

PUNCH CARD MANAGEMENT Contact Information

Phone Number: 407-367-4347
Fax Number: 5493000E22J6NJZSN409
Website:

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