Education
Columbia University

Qualifications
BA, MA, CFA

Founded
2013

Company Name
Cable Car Capital LLC

Number of Employees
1

  • Address
  • San Francisco
  • California

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Investment portfolio

Cable Car Capital invests globally in public companies. The firm screens public companies using an intensive, fundamental research process that seeks to identify mispriced securities using a value-oriented approach with a multi-year time horizon. Cable Car Capital capitalizes opportunistically on shorter-term or special situation (e.g. spinoffs, reorganizations, merger arbitrage) opportunities while maintaining a concentrated core portfolio of contrarian/out-of-favor but high-quality longs and over-hyped or mismanaged single-name shorts.
For non-U.S. public companies, Cable Car utilizes American Depository Receipts which are called ADRs. These are receipts of shares of foreign companies that trade on the U.S. stock market exchanges.

Strategy
Stocks
Sharpe ratio
0.66 365 days
Performance
10.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 min

Portfolio commentary

  1. Profile Picture Trump Trade 1 December 2016

    A new US administration means new regulatory priorities

  2. Profile Picture Unlocking home security giant ADT's value 8 March 2016
  3. Profile Picture Spiritual investing lessons from India 15 January 2016
  4. Profile Picture Portfolio adjustments in a turbulent market 18 November 2015
  5. Profile Picture Another reason US healthcare costs are soaring 15 October 2015
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Important Information

1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.