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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 significant 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 10 long and 10-15 short positions. 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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Investment Style


Investment Style

Investment Style


Investment Style

 

What We Won’t Do

Trust numbers over common sense

Feel smart from complexity

Enjoy crowds (an understatement)

Own deep value or unprofitable growth

Short mostly on valuation

Touch specialist stocks (e.g. biotech)

Dilute best ideas

What we gravitate towards

Long:

Predictable, long-term growth

Scarcity value

Low cyclicality

Strong balance sheets

Short:

Flawed financial models

Questionable management

Cyclical asymmetry

Bad deals / M&A

Flows gone wild

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For further color on Upslope’s investment philosophy, please see our ‘core investment tenets’ document, available here

 
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Mission


Mission

Mission


Mission

 

Deliver attractive, 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