Quarterly Reports
Every quarter, hedge funds and institutional managers are required to disclose their portfolios to the SEC via 13F filing. These filings only detail long U.S. equity positions, American Depositary Receipts (ADRs), stock options (puts/calls), as well as convertible notes.
13F filings reveal a wealth of information that can tell you a lot about a manager. Portfolio turnover, sector biases, value vs. growth, large cap vs. small cap—all the information is available for those willing to look. As the industry increasingly moves towards more transparency, 13F filings have become a necessary data supplement, even for investors receiving risk reports directly from the hedge funds themselves.
In each case, we drill into these filers’ positions going back 8 quarters to give you the most comprehensive picture of what these managers have been doing and how they’re positioned going forward. Each quarter, we profile the funds of 20 popular managers.
Click to subscribe or view a free sample report.
Articles and Research PostingsEach quarter, we provide unique insights in both the AlphaStratus Blog and through our postings on our Seeking Alpha page. Based on our extensive filing database and internal analytics, we show you the latest trends and findings.Check them out quarterly at:
AlphaStratus Articles on Seeking Alpha
Custom Analytics and Research
AlphaStratus provides custom research for select funds and securities to our clients based on their specific requests and needs. We use our extensive database and in-depth knowledge to provide you with the specific information you need on a timely basis. Contact us today to discuss how we can use our unique expertise to add to your investment research arsenal. We provide custom data extracts as well as write-ups for specific funds, securities, industries and investment strategies.
Sample Research Reports:
- Focus Media Holdings: Q3 2011 (pdf)
- Paulson Fund's New Bets Not Paying Off (pdf)
- Hedge Funds Bullish on Swift Transportation (pdf)
