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Hedge Fund Profile

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Joe Lahti

Joe Lahti

Innealta Capital, Llc
Hedge Fund Manager
Ranked #191 out of 462 Hedge Fund Managers

Portfolio Gain

+27.34%
Since Jun 2013

Sharpe Ratio

1.07
Average Hedge Fund Sharpe: 1.48991

Portfolio Value

$194.86M
Joe Lahti manages more assets than 25% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-4.87%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
99.63% General
0.04% Financial
0.04% Utilities
A breakdown of Innealta Capital, Llc's portfolio by sector

Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Avantis Short-Term Fixed Income ETF
New
General
$48.61
($46.06-$51.16)
-2.44%
+100.00%
$2.15M
1.10%
Permian Resources
New
Utilities
$7.88
($6.07-$9.70)
+6.02%
+100.00%
$70.86K
0.04%
Franklin FTSE Australia ETF
Not Changed
General
$28.26
($24.46-$32.06)
-6.71%
0.00%
$1.38M
0.71%
Franklin FTSE Canada ETF
Not Changed
General
$33.35
($29.95-$36.75)
-8.41%
0.00%
$1.90M
0.98%
Franklin FTSE Taiwan ETF
Not Changed
General
$40.16
($36.32-$44.01)
-11.07%
0.00%
$2.42M
1.24%
Franklin FTSE Switzerland ETF
Not Changed
General
$30.86
($27.12-$34.60)
-10.31%
0.00%
$4.61M
2.36%
Franklin FTSE Brazil ETF
Not Changed
General
$20.52
($16.52-$24.52)
+7.72%
0.00%
$1.68M
0.86%
iShares MSCI Switzerland ETF
Added
General
$44.65
($39.04-$50.25)
-11.08%
+21.16%
$3.84M
1.97%
Genworth Financial
New
Financial
$3.79
($3.43-$4.16)
-0.57%
+100.00%
$71.62K
0.04%
iShares MSCI France ETF
Added
General
$32.62
($29.50-$35.73)
-11.73%
+275.65%
$3.38M
1.73%
See a list of Innealta Capital, Llc's holdings, as reported to the SEC on Jun 30, 2022. Click on any holding to see more details

Measured Performance

Compare Innealta Capital, Llc's performance with other Hedge Funds and the S&P 500
TipRanks & Hedge Funds: TipRanks measures the performance of Joe Lahti 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.