Hedge Fund AltaRock’s Rock Solid Investing Process

Last Monday, August 9, 2010, marketfolly.com, which does a superlative job tracking the portfolios of prominent hedge funds, posted the mid-year letter of hedge fund AltaRock. I am re-posting it here because AltaRock’s investing process is a good template of how to put one together. Marketfolly.com summarizes what they are looking for in the following list:

– Sustainable Competitive Advantage
– Strong Profitability
– Shareholder Friendly Management
– Sell Necessities
– Global Diversity
– Strong Balance Sheet
– Strong Free Cash Flow
– Good Growth
– Cheap Valuation
– Current Long-Term Expectations
– Historical Context

Here’s the letter.


AltaRock-MidYear-Letter-2010

Share

2 thoughts on “Hedge Fund AltaRock’s Rock Solid Investing Process

  1. Pingback: Reflections on Hedge Fund AltaRock’s Investment Process – Part 1 | GregSpeicher

  2. Pingback: Reflections on Hedge Fund AltaRock’s Investment Process – Part 2 | GregSpeicher

Leave a Reply

Your email address will not be published. Required fields are marked *