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Intro


Upslope

capital management

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Intro


Upslope

capital management

 

UPSLOPE CAPITAL MANAGEMENT is an Alternative investment management firm based in Denver, Colorado.

Upslope's core investment approach is a concentrated, long/short equity strategy, focused on mid-cap businesses. Upslope also manages a long-only version of the strategy.

Upslope is a Colorado registered investment adviser and manages client capital through a separately managed account (SMA) format.

Alternative

Upslope's strategy is "alternative" in a few ways. First, the strategy involves material short equity exposure. Second, Upslope's long portfolio is far more concentrated than typical long-only equity strategies. And finally, while we admire and agree with much of the traditional value investing approach, our portfolio looks anything but a traditional "value" portfolio.

Value

Upslope's approach to "value" investing is fundamentals-focused, disciplined, and price-sensitive. But, we aim to be pragmatic - rather than academic - in making investment decisions. We are not wedded to "low-multiple" stocks and generally seek businesses with the highest level of long-term durability for the lowest price.

Concentrated

Our approach results in a concentrated portfolio of approximately ten long and ten short positions (with individual long positions generally being significantly larger than shorts). This concentration is a necessary outcome of a disciplined investment process. For us, it is the only way to construct a differentiated and uncorrelated portfolio.

 
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Mission


Mission

Mission


Mission

 

Deliver attractive and uncorrelated net returns

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Execute an effective and straight-forward risk management strategy

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ENSURE completeLY alignED incentives

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Provide superior transparency

 
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Investment Philosophy


Investment Philosophy

Investment Philosophy


Investment Philosophy

 

Downside focus

Conservative assumptions & valuation discipline

Embrace Volatility

Focus on fundamentals; be patient

Quality Bias

Optically “cheap” stocks often cheap for a good reason

Avoid the crowds

Invest where other professional investors aren't

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A concentrated portfolio is a happy consequence of discipline