WHETSTONE CAPITAL Overview

Whetstone Capital Advisors Llc is an investment advisor that manages 168.1 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/14 to 09/30/16. The fund's latest filing disclosed 153MM in positions, representing 91% of the manager's regulatory AUM.

WHETSTONE CAPITAL StockAlpha

-6.6%
Top 25%
2.75yr 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

WHETSTONE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ETE 17.52% Energy 0.11% -1.42% 0 9%
PTXP 13.53% Energy -8.09% -1.62% 310 1%
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FEATURED IN
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WHETSTONE CAPITAL Founders and Key Employees

Name Title In Position Since
David A. Atterbury President/Member October-2010
Thomas C. Mcgannon Partner / Chief Operating Officer October-2010
Sarah K. Collins Chief Compliance Officer / Controller August-2014

WHETSTONE CAPITAL Brokers, Custodians, Auditors and Administrators

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

WHETSTONE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Affiliated Private Funds

WCA seeks to achieve the specific investment objectives of the Funds by performing active security selection across a wide variety of asset classes in an effort to achieve superior investment returns in a tax‐efficient manner. WCA generally invests a substantial majority of assets in liquid securities; however, it may take positions in illiquid and/or non‐publicly traded assets.

The primary risk management tool WCA employs is buying securities at a discount relative to WCA’s estimate of their intrinsic values. WCA may employ hedging and options strategies when deemed appropriate and cost effective, or may use margin in certain circumstances.

WCA however is generally not limited to this specific strategy.

Partners of the Funds are made aware through detailed disclosures in each fund’s Private Placement Memorandum that an investment in the fund may inv...
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WHETSTONE CAPITAL Portfolio Concentration

WHETSTONE CAPITAL Location

2001 SHAWNEE MISSION PARKWAY
SHAWNEE MISSION, Kansas
UNITED STATES, 66205

WHETSTONE CAPITAL Contact Information

Phone Number: 913-951-2700
Fax Number: 913-384-0413
Website:

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