- Upslope Capital Management is a Colorado registered investment adviser. 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.
- Equity markets have been exceptionally strong through these five years, with returns well above historic, long-term averages. I’m generally pleased with Upslope’s results.
- At quarter-end, gross and net exposures were 129% and 54%, respectively. Positioning continues to reflect a heightened number of perceived opportunities on both the long and short sides of the portfolio.
- While performance has been muted year-to-date, I am as enthusiastic as ever about Upslope’s unique portfolio today, which I believe is well-diversified across catalyst-driven situations and attractive long-term prospects.
For further details see:
Upslope Capital's Q3 2021 Investor Letter