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Heathbridge Capital Management Ltd. - Robert F. Richards

Heathbridge Capital Management Ltd. a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Robert F. Richards

Robert F. Richards
Heathbridge Capital Management Ltd.

Hedge Fund Manager
Ranked #189 out of 483 Hedge Fund Managers

Portfolio Gain

+72.77%
Since Jun 2013

Sharpe Ratio

1.23
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$233.14M
Robert F. Richards manages more assets than 10% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+7.00%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
18.72% Financial
15.88% Energy
12.81% Technology
12.36% Communication Services
8.46% Industrial Goods
6.09% Utilities
4.96% Basic Materials
4.38% Healthcare
4.15% Consumer Defensive
4.13% Consumer Cyclical
A breakdown of Heathbridge Capital Management Ltd.'s portfolio by sector

Heathbridge Capital Management Ltd. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Automatic Data Processing
Reduced
Industrial Goods
$228.41
($205.53-$251.30)
+8.57%
-4.37%
8.53M
3.66%
Canadian Natural
Reduced
Energy
$63.95
($59.17-$68.74)
-3.56%
-0.90%
11.55M
4.95%
Canadian Pacific
Reduced
Industrial Goods
$74.67
($68.92-$80.41)
+7.31%
-4.10%
10.69M
4.59%
Fifth Third Bancorp
Reduced
Financial
$29.04
($22.49-$35.59)
-2.00%
-2.90%
693.25K
0.30%
Haleon PLC Sponsored ADR
Reduced
Healthcare
$8.19
($7.70-$8.68)
+0.61%
-2.87%
10.21M
4.38%
Hudbay Minerals
Reduced
Basic Materials
$4.85
($3.94-$5.76)
-2.17%
-4.59%
9.88M
4.24%
Kraft Heinz
Reduced
Consumer Defensive
$34.23
($30.68-$37.77)
-3.68%
-3.16%
9.68M
4.15%
Magna International
Reduced
Consumer Cyclical
$53.52
($46.71-$60.32)
-8.12%
-4.42%
9.64M
4.13%
Manulife Financial
Reduced
Financial
$19.70
($17.07-$22.33)
+10.27%
-2.64%
15.82M
6.79%
Microsoft
Reduced
Technology
$347.76
($311.21-$384.30)
+7.31%
-3.67%
15.54M
6.65%
See a list of Heathbridge Capital Management Ltd.'s holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Heathbridge Capital Management Ltd.'s performance with other Hedge Funds and the S&P 500

Heathbridge Capital Management Ltd. activity FAQ

What is Heathbridge Capital Management Ltd.’s portfolio gain since Jun 2013?
Heathbridge Capital Management Ltd.’s portfolio gain since Jun 2013 was 72.77%.
    What is Heathbridge Capital Management Ltd.’s Sharpe Ratio?
    Heathbridge Capital Management Ltd.’s Sharpe Ratio is 1.23.
      What is Heathbridge Capital Management Ltd.’s portfolio value?
      Heathbridge Capital Management Ltd.’s portfolio value is $233.14M.
        What is Heathbridge Capital Management Ltd.’s average return since the fund’s last 13F filing?
        Heathbridge Capital Management Ltd.’s average return since the fund’s last 13F filing is 1.56%.
          What was Heathbridge Capital Management Ltd.’s average return in the last 12 months?
          Heathbridge Capital Management Ltd.’s average return in the last 12 months was 6.78%.
            What was Heathbridge Capital Management Ltd.’s average return in the last 3 years?
            Heathbridge Capital Management Ltd.’s average return in the last 3 years was 7.00%.
              When was the most recent most recent 13F form submitted by Heathbridge Capital Management Ltd.?
              Heathbridge Capital Management Ltd.'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 Robert F. Richards Net Worth?
                  Robert F. Richards is Managing Heathbridge Capital Management Ltd. which has a net worth of $233.14M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Robert F. Richards 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.