ROTELLA CAPITAL Overview

Rotella Capital Management Inc. is a hedge fund that manages 45.6 MM dollars in regulatory AUM and has 36 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 06/30/16. The fund's latest filing disclosed 1MM in positions, representing 3% of the manager's regulatory AUM.

ROTELLA CAPITAL StockAlpha

+3.4%
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

ROTELLA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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ROTELLA CAPITAL Founders and Key Employees

Name Title In Position Since
Robert P. Rotella Director/Ceo April-1995
Rosemarie C. Rotella Secretary/Treasurer/Chief Administrative Officer April-1998
Kenneth S. Koh Chief Financial Officer January-2015
Milton K. Buckingham General Counsel And Chief Compliance Officer December-2011
John G. Harper Executive Vp And Director Of Research January-2015
Joseph A. Canepari President August-2009

ROTELLA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ROTELLA CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

ANALYSIS AND INVESTMENT STRATEGY

The following describes in general terms the Adviser’s securities-oriented Programs that it may offer from time to time. As of the date of this Brochure, however, the Adviser is not offering any securities-oriented Programs to Clients or investors. For information regarding the Adviser’s investment strategies and programs that utilize futures only (and not securities in whole or in part), please contact our Co-Chief Investment Officer, Jagdeesh Prakasam, at (425) 213-5700, or investments@rotellacapital.com.

The following description is qualified in its entirety by any specific disclosures regarding a particular
Program that may be contained in other documentation (e.g., applicable Fund Offering Memorandum).

General

The Adviser employs quantitative trading methodologies that are implemented with indust...
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ROTELLA CAPITAL Portfolio Concentration

ROTELLA CAPITAL Location

800 BELLEVUE WAY NE
SUITE 200
BELLEVUE, Washington
UNITED STATES, 98004

ROTELLA CAPITAL Contact Information

Phone Number: 425-213-5700
Fax Number: 425-451-0808
Website:

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