TRUE BEARING ASSET Overview
True Bearing Asset Management L is a hedge fund that manages 223.1 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 06/30/16. The fund's latest filing disclosed 19MM in positions, representing 9% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 06/30/16. The fund's latest filing disclosed 19MM in positions, representing 9% of the manager's regulatory AUM.
TRUE BEARING ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TRUE BEARING ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
TRUE BEARING ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kenneth Heller | Managing Member | November-2004 |
| Annabelle M. Wong | Managing Member | November-2004 |
| Jeremy N. Armstrong | Chief Compliance Officer | November-2011 |
TRUE BEARING ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
TRUE BEARING ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategy
True Bearing Asset Management LP’s goal is to maximize long-term capital appreciation for the Funds primarily through investments in undervalued small-capitalization equities and short sales of overvalued equities of all market capitalizations, while accepting a level of risk consistent with capital preservation.
Investment Strategy: Inefficient Markets Provide Opportunity
The primary methodology True Bearing Asset Management LP employs to seek to achieve this goal is fundamental analysis of underfollowed and out-of-favor securities that have low valuations and identifiable catalysts for appreciation as well as selective short sales of securities whose valuations True Bearing Asset Management LP believes reflect unrealistic expectations and which have catalysts for earnings disappointmen...
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Methods of Analysis and Investment Strategy
True Bearing Asset Management LP’s goal is to maximize long-term capital appreciation for the Funds primarily through investments in undervalued small-capitalization equities and short sales of overvalued equities of all market capitalizations, while accepting a level of risk consistent with capital preservation.
Investment Strategy: Inefficient Markets Provide Opportunity
The primary methodology True Bearing Asset Management LP employs to seek to achieve this goal is fundamental analysis of underfollowed and out-of-favor securities that have low valuations and identifiable catalysts for appreciation as well as selective short sales of securities whose valuations True Bearing Asset Management LP believes reflect unrealistic expectations and which have catalysts for earnings disappointmen...
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TRUE BEARING ASSET Portfolio Concentration
TRUE BEARING ASSET Location
ONE LETTERMAN DRIVE, BUILDING C
3RD FLOOR, SUITE 330
SAN FRANCISCO, California
UNITED STATES, 94129
3RD FLOOR, SUITE 330
SAN FRANCISCO, California
UNITED STATES, 94129
TRUE BEARING ASSET Contact Information
Phone Number: 415-658-8721
Fax Number: 415-358-4867
Website: null
Fax Number: 415-358-4867
Website: null
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