STONE RUN CAPITAL LLC Overview
Stone Run Capital Llc is a hedge fund that manages 180 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 03/31/18. The fund's latest filing disclosed 191MM in positions, representing 106% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 03/31/18. The fund's latest filing disclosed 191MM in positions, representing 106% of the manager's regulatory AUM.
STONE RUN CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STONE RUN CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BDX | 4.78% | Health | 8.19% | 0.1% | 0 | 21% | ||
| ADSK | 3.72% | Tech | 14.9% | -0.03% | 0 | 12% | ||
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FEATURED IN
STONE RUN CAPITAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffrey A. Hoerle | Managing Member; Chief Compliance Officer | October-2009 |
| Robert F. Hoerle | Managing Member | October-2009 |
STONE RUN CAPITAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STONE RUN CAPITAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
SRC builds equity and fixed income portfolios that reflect the objectives and risk tolerances of its clients. Investing in securities involves risk of loss that clients are prepared to bear. As described above in “Item 4 – Advisory Business,” SRC selects an asset allocation strategy for each client and product, and pursues a fundamental research approach.
Investment portfolios may contain a measured mix of cash, equities, and corporate or government bonds. Core positions typically are in mid-capitalization companies with superior financial characteristics as measured by above average profit margins and returns on capital, and limited financial leverage. We may also include
smaller positions in special situation companies where we feel our assessment of the specific growth opportunity warrants purchase.
The security analysis methods include fundamental and technical strategies. Information s...
Unlock Full Investment Process Description
SRC builds equity and fixed income portfolios that reflect the objectives and risk tolerances of its clients. Investing in securities involves risk of loss that clients are prepared to bear. As described above in “Item 4 – Advisory Business,” SRC selects an asset allocation strategy for each client and product, and pursues a fundamental research approach.
Investment portfolios may contain a measured mix of cash, equities, and corporate or government bonds. Core positions typically are in mid-capitalization companies with superior financial characteristics as measured by above average profit margins and returns on capital, and limited financial leverage. We may also include
smaller positions in special situation companies where we feel our assessment of the specific growth opportunity warrants purchase.
The security analysis methods include fundamental and technical strategies. Information s...
Unlock Full Investment Process Description
STONE RUN CAPITAL LLC Portfolio Concentration
STONE RUN CAPITAL LLC Location
551 FIFTH AVENUE, SUITE 3300
NEW YORK, New York
UNITED STATES, 10176
NEW YORK, New York
UNITED STATES, 10176
STONE RUN CAPITAL LLC Contact Information
Phone Number: 646-701-6087
Fax Number: 212-808-5301
Website: http://www.stoneruncapital.com
Fax Number: 212-808-5301
Website: http://www.stoneruncapital.com
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