TORTOISE CAPITAL Overview

Tortoise Capital Advisors L.l.c. is an investment advisor that manages 15.6 BN dollars in regulatory AUM and has 59 employees, of which 30 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 15BN in positions, representing 96% of the manager's regulatory AUM.

TORTOISE CAPITAL StockAlpha

-2.1%
Top 25%
3yr StockAlpha Register for more...

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

TORTOISE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EPD 7.51% Energy -5.78% -1.03% 12 13%
PAA 6.93% Energy 2.91% -0.48% 8 7%
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FEATURED IN
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TORTOISE CAPITAL Founders and Key Employees

Name Title In Position Since
David J. Schulte Director October-2002
Terry C. Matlack Director October-2002
Harold K. Birzer Director; Chief Executive Officer October-2002
Zachary A. Hamel Director October-2002
Kenneth P. Malvey Director October-2002
Diane M. Bono Chief Compliance Officer June-2006
Connie Savage Chief Operating Officer January-2015

TORTOISE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

TORTOISE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss .............................................................. 5
Material Risks ........................................................................................................................................ 6
Item 9 ...
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TORTOISE CAPITAL Portfolio Concentration

TORTOISE CAPITAL Location

11550 ASH STREET, SUITE 300
LEAWOOD, Kansas
UNITED STATES, 66211-7811

TORTOISE CAPITAL Contact Information

Phone Number: (913) 981-1020
Fax Number: (913) 981-1021
Website:

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