TORTOISE INVESTMENT Overview

Tortoise Investment Management Llc is an investment advisor that manages 572.5 MM dollars in regulatory AUM and has 13 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 295MM in positions, representing 52% of the manager's regulatory AUM.

TORTOISE INVESTMENT StockAlpha

-0.6%
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 INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 15.91% ETF 1.54% -0% 0 9%
NBD 7.19% ETF -9.25% -0.7% 27 0%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

TORTOISE INVESTMENT Founders and Key Employees

Name Title In Position Since
Ian J. Yankwitt Member September-2004
Livia R. Smith Chief Operating Officer January-2011
Randal I. Goldstein Principal, Chief Compliance Officer July-2012

TORTOISE INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

TORTOISE INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss (ADV Item 8)

As we have noted previously, we believe that:

Every investor should have a strategic plan coordinating investments into an integrated whole and incorporating the entirety of the investor’s financial circumstances. An integrated plan, properly implemented, leads to disciplined decision-making instead of making individual decisions in a vacuum or letting inertia govern.

Our investment strategy emphasizes risk management, a conservative, long-term approach, and tax-efficiency. We believe that it is more important to maximize the probability of having enough money rather than striving to have the most money.

Risk and potential return are inextricably entwined. The key to successfully navigating the vagaries of the capital markets is having a more realistic assessment of the universe of possible outcomes, the uncertainty of the future, and the impact of potential losses on real lif...
Unlock Full Investment Process Description

TORTOISE INVESTMENT Portfolio Concentration

TORTOISE INVESTMENT Location

239 CENTRAL AVENUE
WHITE PLAINS, New York
UNITED STATES, 10606

TORTOISE INVESTMENT Contact Information

Phone Number: 914-686-0024
Fax Number: 914-227-9174
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A