Opalesque Solutions

C26 Partners, LP

Course 26, LLC

Company Overview

Course 26, LLC (the “Firm”), a registered investment advisor, is the investment manager for Topzie Partners, LP (the "Fund"). The Firm analyzes key value drivers for stock prices and selects stocks for the Fund based on disciplined bottom-up, fundamental analysis that eliminates the risks of human emotion, subjectivity, and error. Human interaction beyond the screens is minimal; however, there is a "sanity check" to avoid stocks with red flags. As a result, the investment process is objective, consistent, and repeatable. Positions are re-evaluated every 3 months and are typically held more than one year. This rebalance period is optimized for the timing of company filings, trading costs, and other metrics.

Fund Strategy

The Long-Short Strategy (the "Strategy") seeks to deliver superior risk-adjusted returns over the long-term regardless of market cycles. The Strategy achieves this by investing long-only during normal market conditions and switching to market neutral during times of market uncertainty. The long investment process evaluates stocks for selection based on value, quality of operations, analyst sentiment, price momentum, price volatility, and short interest. When specified medium and long-term levels of uncertainty exist in the market, the Strategy switches to market neutral and shorts “unattractive” stocks based on value, price momentum, analyst sentiment, institutional ownership, and short interest. Risk management: leverage is not utilized beyond shorting. The Strategy targets further capital preservation and downside protection by alternating levels of cash during certain periods of stock specific volatility. Manager compensation in excess of $100,000 is reinvested for 2 years.

Quick Facts

Category:
  • Directional » Equity Long/Short
Inception Date: 2012-01
Monthly Performance Data:
Apr 0.8%

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