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 12/31/20. The fund's latest filing disclosed 300MM in positions, representing 122% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/20. The fund's latest filing disclosed 300MM in positions, representing 122% of the manager's regulatory AUM.
PUNCH CARD MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PUNCH CARD MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.A | 40.46% | Financials | 9.71% | 35.19% | 1 | 15% | ||
| ALLY | 39.11% | Financials | 23.94% | 57.16% | 1 | 5% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
PUNCH CARD MANAGEMENT Portfolio Concentration
PUNCH CARD MANAGEMENT Location
250 SOUTH PARK AVENUE
SUITE 510
WINTER PARK, Florida
UNITED STATES, 32789
SUITE 510
WINTER PARK, Florida
UNITED STATES, 32789
PUNCH CARD MANAGEMENT Contact Information
Phone Number: 407-367-4347
Fax Number: 5493000E22J6NJZSN409
Website: http://www.punchcardcapital.com
Fax Number: 5493000E22J6NJZSN409
Website: http://www.punchcardcapital.com
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