Opalesque Solutions

C26 Partners, LP (Long Only)

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-Only Strategy (the "Strategy") is a long-only portfolio that seeks to deliver superior returns relative to the S&P 500 (SPY). The Strategy achieves this by holding a diversified portfolio of approximately 25 long positions. The Strategy screens for stocks that are highly liquid; it then evaluates stocks for selection based on value, quality of operations, analyst sentiment, price momentum, price volatility, and short interest. Risk management: the strategy does not employ leverage. The Strategy targets further capital preservation and downside protection by alternating levels of cash during periods of stock-specific volatility. Manager compensation is aligned with performance; incentive fees are assessed only on returns in excess of the S&P 500 (SPY). Additionally, manager compensation in excess of $100,000 is reinvested for 2 years.

Quick Facts

Category:
  • Directional » Equity Long Bias
Inception Date: 2012-01
Monthly Performance Data:
Mar -1%

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