WALNUT PRIVATE EQUITY Overview

Walnut Private Equity Partners Llc is an investment advisor that manages 162 MM dollars in regulatory AUM and has 2 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 116MM in positions, representing 71% of the manager's regulatory AUM.

WALNUT PRIVATE EQUITY StockAlpha

-8.2%
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

WALNUT PRIVATE EQUITY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ETE 21.61% Energy 5.03% -1.33% 0 9%
BX 13.43% Financials 18.76% -0.86% 0 8%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

WALNUT PRIVATE EQUITY Founders and Key Employees

Name Title In Position Since
Steven W. Seline President/Managing Member/Cco January-2007

WALNUT PRIVATE EQUITY Brokers, Custodians, Auditors and Administrators

Type Company

WALNUT PRIVATE EQUITY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Walnut Private Equity Partners use the following methods of analysis in formulating investment advice:


Fundamental – This is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of a company). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in hopes of figuring out what sort of position to take with that security (underpriced = buy, overpriced = sell or short). Fundamental analysis is considered to be the opposite of technical analys...
Unlock Full Investment Process Description

WALNUT PRIVATE EQUITY Portfolio Concentration

WALNUT PRIVATE EQUITY Location

8712 W. DODGE ROAD
#220
OMAHA, Nebraska
UNITED STATES, 68114

WALNUT PRIVATE EQUITY Contact Information

Phone Number: 402-991-2201
Fax Number: 402-932-7885
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