SCOPUS ASSET Overview
Scopus Asset Management Llc is a hedge fund that manages 3.6 BN dollars in regulatory AUM and has 21 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 12/31/19. The fund's latest filing disclosed 3BN in positions, representing 75% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 12/31/19. The fund's latest filing disclosed 3BN in positions, representing 75% of the manager's regulatory AUM.
SCOPUS ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SCOPUS ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UNP | 2.98% | Industrials | -24.06% | 0.23% | 0 | 19% | ||
| J | 2.95% | Industrials | -11.63% | 0.55% | 1 | 7% | ||
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FEATURED IN
SCOPUS ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Alexander M. Mitchell | Managing Partner | July-2004 |
| Daniel Fried | Counsel & Chief Compliance Officer | February-2013 |
| Daniel M. Aharon | Chief Operating Officer & Financial Controller | February-2014 |
SCOPUS ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
SCOPUS ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing involves substantial risks, including the risk of total loss of capital, and may not be suitable for all investors. Scopus employs a similar investment strategy amongst the Funds, which is subject to specific risks. Some of these risks are described in further detail in the Offering Materials of the relevant Fund, which you should review before investing.
METHODS OF ANALYSIS & INVESTMENT STRATEGY
Scopus employs a similar investment strategy amongst all of its Funds. The investment objective is to achieve superior returns through capital appreciation by investing, on a long and short basis, generally in common stocks and derivatives instruments linked to U.S. equity markets. Scopus’s investment approach involves a combination of extensive fundamental research and bottom-up financial analysis to identify investment opportunities that are materially undervalued (in the case of long pos...
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Investing involves substantial risks, including the risk of total loss of capital, and may not be suitable for all investors. Scopus employs a similar investment strategy amongst the Funds, which is subject to specific risks. Some of these risks are described in further detail in the Offering Materials of the relevant Fund, which you should review before investing.
METHODS OF ANALYSIS & INVESTMENT STRATEGY
Scopus employs a similar investment strategy amongst all of its Funds. The investment objective is to achieve superior returns through capital appreciation by investing, on a long and short basis, generally in common stocks and derivatives instruments linked to U.S. equity markets. Scopus’s investment approach involves a combination of extensive fundamental research and bottom-up financial analysis to identify investment opportunities that are materially undervalued (in the case of long pos...
Unlock Full Investment Process Description
SCOPUS ASSET Portfolio Concentration
SCOPUS ASSET Location
717 FIFTH AVE
21ST FLOOR
NEW YORK, New York
UNITED STATES, 10022
21ST FLOOR
NEW YORK, New York
UNITED STATES, 10022
SCOPUS ASSET Contact Information
Phone Number: 212-251-3270
Fax Number: 212-251-3279
Website: null
Fax Number: 212-251-3279
Website: null
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