CIK: 0001509888
Total reported value
$26.1M
Reporting period: 2013-09-30 · Number of holdings: 24
Echo Point Investment Management, LLC disclosed 24 holdings in its latest 13F filing for the period ending 2013-09-30, with total reported value of $26.1M and a quarterly turnover rate of 16.6%.
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Echo Point Investment Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.590 — mathematically equivalent to about 2 equally-sized positions, well below its 24 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.54), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 5.0 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim EWT
-14.7% -$663.0K
Trim TEVA
-3.5% -$1.4M
Add EXI
0.0% $1.0K
Add IXJ
0.0% $1.0K
Trim POT1EUR
0.0% -$1.0K
Add E
0.0% $1.0K
Showing top 22 holdings (of 24 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 73.64% | -0.15% | -3.51% | |
| 2 | EWT | iShares MSCI Taiwan ETF | ETF-Other | 21.25% | -0.92% | -14.65% | |
| 3 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 4.95% | +4.95% | NEW | |
| 4 | NJDCY | Nidec Corporation-spon Adr | Stock-Other | 0.01% | — | — | |
| 5 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.01% | — | — | |
| 6 | IX | Orix - Sponsored Adr | Stock-Other | 0.01% | — | — | |
| 7 | SIEGY | Siemens Ag-spons Adr | Stock-Other | 0.01% | — | — | |
| 8 | PUK | Prudential Plc-adr | Stock-Other | 0.01% | — | — | |
| 9 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.01% | — | — | |
| 10 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.01% | — | — | |
| 11 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.01% | — | — | |
| 12 | E | Eni Spa-sponsored Adr | Stock-Energy | 0.01% | +0.01% | — | |
| 13 | GIL | Gildan Activewear INC | Stock-Consumer Disc | 0.01% | — | — | |
| 14 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.01% | +0.01% | — | |
| 15 | EXI | Ishares Global Industrials E | ETF-Other | 0.01% | +0.01% | — | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.01% | — | — | |
| 17 | SYTUSD | Syngenta Ag-adr | Stock-Other | 0.01% | — | — | |
| 18 | TS | Tenaris Sa-adr | Stock-Other | 0.01% | — | — | |
| 19 | BCS | Barclays Plc-spons Adr | Stock-Financials | 0.01% | — | -11.25% | |
| 20 | SSL | Sasol Ltd-sponsored Adr | Stock-Other | — | — | — | |
| 21 | POT1EUR | Potash CORP Of Saskatchewan | Stock-Other | — | -0.01% | — | |
| 22 | CCJ | Cameco CORP | Stock-Energy | — | — | — |
Not enough priced holdings yet to compute performance
Echo Point Investment Management, LLC's most significant position changes for 2013-09-30: New buy: Icici Bank Ltd-spon Adr (IBN); Sold out: Itau Unibanco H-spon Prf Adr (ITUB); Trim: iShares MSCI Taiwan ETF (EWT) — shares -14.65%; Trim: Teva Pharmaceutical-sp Adr (TEVA) — shares -3.51%; Trim: Barclays Plc-spons Adr (BCS) — shares -11.25%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EXI | Ishares Global Industrials E | 0% | — | Unchanged |
| 2 | IXJ | Ishares Global Healthcare Et | 0% | — | Unchanged |
| 3 | E | Eni Spa-sponsored Adr | 0% | — | Unchanged |
| 4 | BCS | Barclays Plc-spons Adr | — | -11.25% | Trim |
| 5 | NJDCY | Nidec Corporation-spon Adr | — | — | Unchanged |
| 6 | SIEGY | Siemens Ag-spons Adr | — | — | Unchanged |
| 7 | HSBC | Hsbc Holdings Plc-spons Adr | — | — | Unchanged |
| 8 | TS | Tenaris Sa-adr | — | — | Unchanged |
| 9 | IX | Orix - Sponsored Adr | — | — | Unchanged |
| 10 | PUK | Prudential Plc-adr | — | — | Unchanged |
| 11 | NVO | Novo-nordisk A/s-spons Adr | — | — | Unchanged |
| 12 | SYTUSD | Syngenta Ag-adr | — | — | Unchanged |
| 13 | BTI | British American Tob-sp Adr | — | — | Unchanged |
| 14 | TM | Toyota Motor CORP -spon Adr | — | — | Unchanged |
| 15 | SSL | Sasol Ltd-sponsored Adr | — | — | Unchanged |
| 16 | GIL | Gildan Activewear INC | — | — | Unchanged |
| 17 | BHP | Bhp Group Ltd-spon Adr | — | — | Unchanged |
| 18 | CCJ | Cameco CORP | — | — | Unchanged |
| 19 | POT1EUR | Potash CORP Of Saskatchewan | 0% | — | Unchanged |
| 20 | TEVA | Teva Pharmaceutical-sp Adr | -0.2% | -3.51% | Trim |
| 21 | EWT | iShares MSCI Taiwan ETF | -0.9% | -14.65% | Trim |
| 22 | IBN | Icici Bank Ltd-spon Adr | — | NEW | New buy |
| 23 | ITUB | Itau Unibanco H-spon Prf Adr | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2013-09-30 | 2013-11-05 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-08 | 13F-HR | View on EDGAR |
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