Call 1.866.825.3005 for more information
- Education Pace University; Monmouth University
- Qualifications MBA, BS
- Investment Experience 14 years
- Founded 2010
- Company Name Shelter Cove
- Number of Employees 1
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Website
http://www.scadvisors.com - 25 Colonial Road
- Morristown
- New Jersey
- United States
- 20101
Shelter Cove
Investment Adviser
Paul Denninger is the founder and CIO of Shelter Cove Capital. Prior to starting the firm, Paul managed mutual funds for several global asset managers. Most recently, he was part of a team that managed more than $2 billion for Columbia Management and was responsible for the fund's investments in healthcare and utilities. Before that he was a portfolio manager and equity analyst on several low-turnover, small holding mutual funds. Paul believes that these types of high-tracking error funds is where active management has a particular advantage over passive, ETF based investing.
Investment process
Historically, Paul has been a bottoms up, fundamentally based investor. His natural bias is towards growth, although the last several years have taught him the importance of value investing and dividends. He prefers companies that are profitable, cash flow positive and have strong balance sheets. His macro outlook is derived from a top down perspective, and he focuses on global capital flows to assess the environment.
Company background
Early in his career Paul was an analyst who focused on telecom equipment/services and data networking. During his career Paul has analyzed companies in every economic sector and has considerable expertise in healthcare, technology and consumer names.
Personal Interests
In addition to building Shelter Cove Capital, Paul spends considerable time helping his community. He is currently a member of the Board of Directors at the Paterson (NJ) Habitat for Humanity. He also participates on the Dean's Advisory Board at NYIT's School of Management where he provides advice and support for curriculum development. Paul also gives frequent seminars to undergraduate and MBA students on topics related to investment management. He has spoken on panel discussions at Pace University, where he discussed career management on Wall Street. He is also an avid surfer and has been a long time supported of the Surfrider Foundation.
Investment models
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Shelter Cove Core and Satellite
See full details- Allocation Strategy Long-Short
- Approach Fundamental
- Asset Class Multi Asset Class
- Geography Global
- Style Macro
Performance-
1.3%90 day
-
0.8%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-10.9% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
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 subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.