STONERISE CAPITAL Overview

Stonerise Capital Management Llc is a hedge fund that manages 353.8 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 137MM in positions, representing 39% of the manager's regulatory AUM.

STONERISE CAPITAL StockAlpha

-4.7%
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

STONERISE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ADS 14.68% Tech 2.21% 0.63% 0 14%
HCA 13.66% Health -7.03% -0.33% 0 13%
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FEATURED IN
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STONERISE CAPITAL Founders and Key Employees

Name Title In Position Since
Jeffrey A. Cozad Managing Partner May-2007
Josefrancisco S. Demedeiros Managing Partner May-2007
John C. Walker Managing Partner May-2007
Carrie A. Farina Bigness Chief Compliance Officer And Controller July-2014
Robert J. Morelli Chief Operating Officer And Chief Financial Officer April-2015
Kenneth P. Jones Chief Financial Officer February-2010

STONERISE CAPITAL Brokers, Custodians, Auditors and Administrators

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

STONERISE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Item 8.A Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.

Stonerise utilizes a value-oriented investment philosophy which includes: (1) performing extensive due diligence on a limited number of high quality companies; (2) patiently waiting for the right opportunity to make substantial concentrated investments in those companies; (3) maintaining a long-term perspective; and (4) working with the management and/or boards of portfolio companies, as appropriate, to implement strategies that may enhance the equity value of the enterprise. Frequently, Stonerise is of the view that the most attractive investment opportunities occur when high quality companies, which typically trade at high valu...
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STONERISE CAPITAL Portfolio Concentration

STONERISE CAPITAL Location

44 MONTGOMERY STREET
SUITE 2000
SAN FRANCISCO, California
UNITED STATES, 94104

STONERISE CAPITAL Contact Information

Phone Number: 415-772-1907
Fax Number: 415-217-4111
Website:

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