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Beach Point Capital Management LP - Carl Goldsmith&Scott Klein
Beach Point Capital Management LP a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
18 Followers
Carl Goldsmith&Scott Klein Beach Point Capital Management LP
Hedge Fund Manager
Ranked #365 out of 487 Hedge Fund Managers
Portfolio Gain
-29.62%
Since Jan 2016
Sharpe Ratio
-0.28
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$250.75M
Carl Goldsmith&Scott Klein manages more assets than 11% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
-3.56%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
37.97% Financial
35.89% Technology
9.35% General
6.75% Real Estate
3.53% Healthcare
3.16% Communication Services
2.92% Industrial Goods
0.00% Consumer Cyclical
A breakdown of Beach Point Capital Management LP's portfolio by sector
Beach Point Capital Management LP Portfolio Activity
Full House Resorts
Sold Out
Consumer Cyclical
$4.69
($3.40-$5.98)
0.00%
-100.00%
0.00
0.00%
Hudson Pacific Properties
New
Real Estate
$6.97
($4.38-$9.56)
-35.25%
+100.00%
1.66M
0.66%
AG Mortgage
Added
Real Estate
$5.67
($4.82-$6.53)
-7.81%
+68.04%
3.65M
1.41%
Great Ajax
New
Real Estate
$5.38
($4.08-$6.67)
-29.15%
+100.00%
12.05M
4.68%
FS KKR Capital
Not Changed
Financial
$19.56
($18.60-$20.52)
+1.15%
0.00%
3.95M
1.52%
Western Asset Inflation-Linked Opportunities & Income Fund of Benef Interest
New
General
$8.44
($8.01-$8.87)
+0.39%
+100.00%
8.45M
3.27%
BlackRock MuniHoldings California Quality Fund Inc
Sold Out
General
$10.19
($9.19-$11.18)
-1.78%
-100.00%
0.00
0.00%
Nuveen California Quality Municipal Income Fund
Added
General
$10.26
($9.32-$11.20)
-1.69%
+55.96%
15.50M
6.08%
Invesco California Value Municipal Income Trust
Sold Out
General
$9.02
($8.05-$9.99)
-0.50%
-100.00%
0.00
0.00%
Velocity Financial
Added
Financial
$14.31
($10.57-$18.05)
-0.46%
+3.59%
91.40M
36.45%
See a list of Beach Point Capital Management LP's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details
Measured Performance
Compare Beach Point Capital Management LP's performance with other Hedge Funds and the S&P 500
Beach Point Capital Management LP activity FAQ
What is Beach Point Capital Management LP’s portfolio gain since Jun 2013?
Beach Point Capital Management LP’s portfolio gain since Jun 2013 was -29.62%.
What is Beach Point Capital Management LP’s Sharpe Ratio?
Beach Point Capital Management LP’s Sharpe Ratio is -0.28.
What is Beach Point Capital Management LP’s portfolio value?
Beach Point Capital Management LP’s portfolio value is $250.75M.
What is Beach Point Capital Management LP’s average return since the fund’s last 13F filing?
Beach Point Capital Management LP’s average return since the fund’s last 13F filing is -2.12%.
What was Beach Point Capital Management LP’s average return in the last 12 months?
Beach Point Capital Management LP’s average return in the last 12 months was 41.01%.
What was Beach Point Capital Management LP’s average return in the last 3 years?
Beach Point Capital Management LP’s average return in the last 3 years was -3.56%.
When was the most recent most recent 13F form submitted by Beach Point Capital Management LP?
Beach Point Capital Management LP's most recent 13F form was submitted on Dec 31, 2023.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Carl Goldsmith&Scott Klein Net Worth?
Carl Goldsmith&Scott Klein is Managing Beach Point Capital Management LP which has a net worth of $250.75M.
TipRanks & Hedge Funds: TipRanks measures the performance of Carl Goldsmith&Scott Klein and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.