Healthcor Management is based out of New York. Healthcor Management is a hedge fund with 13 clients and discretionary assets under management (AUM) of $550,591,570 (Form ADV from 2023-03-30). Whalewisdom has at least 75 13F filings, 80 13D filings, 185 13G filings, and 34 Form 4 filings
Business Description
The advisory business involves providing investment advice and other advisory services to clients. The advisor is required to take into account all factors in determining best execution, including soft dollar benefits received. The advisor does not receive economic benefits from non-clients for providing investment advice and other advisory services.
The advisor conducts daily, weekly, monthly and periodic reviews of the Funds’ portfolios. The advisor provides the following written reports to the investors in the Funds: monthly performance and exposure reports, monthly net asset value statements, tax reports, and audited financial statements within 120 days of a Fund’s fiscal year end, quarterly letters documenting performance of a Fund, and certain other reports.
Investment Strategy
HealthCor's investment style for the Funds is a "best idea" orientation on longs and shorts with relatively large position concentrations. HealthCor implements this investment strategy by focusing on in-depth and fundamental research. Each investment position is generally judged on its own ability to generate profits consistent with its risk profile. HealthCor believes that individual stock selection will generally determine how well a Fund will perform. HealthCor identifies investment opportunities through careful field research, quantitative screens, meetings with management teams, and discussions with brokerage firms and other third parties. Ongoing due diligence of portfolio investments includes rigorous competitive, accounting and valuation analyses.
The Funds' investment objective is to achieve capital appreciation by buying securities with trading values materially lower than their intrinsic values and by selling short securities with trading values materially higher than their intrinsic values. Each Fund aims to achieve high absolute rates of return while minimizing the risk of capital loss. There can be no assurance that this investment objective will be achieved, and investment results may vary substantially. The Funds are authorized to invest, on margin or otherwise, in U.S. and non-U.S. equity securities and other equity-related instruments.
Known Email Addresses
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Other Contact Information
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2024-09-30
Top Buys (13F)
| Name | % Change |
|---|
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|
2024-09-30
13F Holdings Summary
2024-09-30
13F Activity
| Market Value | $0, Prior: $109m |
| New Purchases | 0 stocks |
| Added To | 0 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 0 stocks |
| Top 10 Holdings % | % |
| Turnover %[1] | % |
| Turnover Alt %[2] | % |
| Time Held Top 20 | quarters |
| Time Held Top 10 | quarters |
| Time Held All | quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30