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On January 1, 2007, Bruce Vinci and Richard Franzen established Battenkill Capital Management, Inc. (BCM), an asset management firm that specializes in market-neutral, equity hedge fund management and launched The Alpine Fund (The "Fund") . The Fund'’s main investment objective is to offer strong and consistent returns based on strict proprietary fundamental research. The Fund is positioned to capitalize on increased market volatility by applying disciplined portfolio and risk management. Our strategy is to implement long/short equity positions within the same related sectors. Our objective is to achieve low correlations with the market, while generating alpha through stock selection. The Alpine Fund does not use leverage and the portfolio has had an average net long exposure of 15%. We believe, since inception, that we have been able to consistently replicate our investment process.
The Fund is designed to provide full transparency and liquidity to its investors through a separately managed account platform. The Alpine Fund is committed to strict accountability and places all investable assets into The Fund. It’s goal is to provide our investors with maximum return while minimizing their exposure to risk.
If you are a qualified investor and would like to learn more about Battenkill Capital Management’'s Alpine Fund, please take a minute to sign up for access to our site. This will provide the ability to view The Fund's performance history since inception, quarterly notes specific to the Energy and Industrial sectors and our universe of stocks and monthly summaries.
BCM_Client_Investor_Form.pdf
This summary does not constitute an offer to sell or a solicitation of an offer to buy securities and may not be used or relied on in connection with any offer or sale of securities.
Any offer or solicitation can only be made through delivery of a final private placement offering memorandum, limited partnership agreement and execution of a subscription agreement, and will be subject to the terms and conditions contained in such documents, and can only be made where permitted by law.
This summary is qualified in its entirety by the private placement offering memorandum, which will contain, among other items, a description of the risks of an investment in the fund. “Net return” performance results are considered “net” of all management and performance fees. The private placement offering memorandum should be read thoroughly.
Past performance is not an indication of future results.
Roberta (Bobbi) Kulpa
O ffice Administrator
Bobbi Kulpa has 12 years of experience in the Insurance Industry. Bobbi joined BCM from AIG where she served as Director of Operations for AIG's Construction Risk Management Division. Bobbi was responsible for overseeing all operations in the division nationwide.
At BCM, Bobbi is responsible for Account Reconciliations, Tax Reporting, Performance Reporting, Compliance, Accounting and Payroll / Human Resources.
Bobbi received her Bachelor of Science from the Pennsylvania State University in 1989.
Bruce Vinci
President & CCO
Bruce Vinci has been working in the securities industry since 2000, where he started as a runner on the floor of the NYSE. In 2001, Bruce joined boutique firm, LL Partners and launched his own business and established his own trading desk. Bruce went out on his own in 2005 and eventually grew his business to nine producers and four brokers.
In 2007, Bruce partnered with Richard Franzen to form Battenkill Capital Management, Inc. (BCM). On January 1, 2007, BCM launched The Alpine Fund, LP (the “Fund”) as a market-neutral equity hedge fund. Bruce serves as President and CCO for BCM and works closely with Rick, the Fund’s Portfolio Manager. Bruce is responsible for the Fund’s business affairs, as well as compliance and risk management.
Richard Franzen
Portfolio Manager
Rick Franzen has been a Portfolio Manager and Analyst for the past 18 years, specializing in the Industrials, Energy and Basic Materials sectors. Rick spent the majority of his career at Merrill Lynch Investment Managers where he worked as an Analyst on various mutual funds.
In 2007, Rick co-founded Battenkill Capital Management (BCM), where he launchedThe Alpine Fund.
Rick recieved his MBA from New York University in 2000 and was also awarded the Chartered Financial Analyst (CFA) designation in 2003.
Maggie Welsh
Marketing Director
Maggie Welsh has over 10 years experience in marketing and product management within the financial industry. Maggie has worked for The Dreyfus Corporation, Datek Online and UBS Financial Services in various strategic marketing positions.
Maggie is responsible for all BCM's day-to-day marketing related activities.
Maggie received her Bachelor of Science from Northeastern University, Boston, MA in 1991.
Battenkill Capital Management
The Alpine Fund, LP
34 South Main Street
Allentown, NJ 08501
info_alpinefundlp.com
(609) 223-2669
The Eric Trump Foundation charity golf event to benefit the St. Jude Children's Research Hospital
The Leukemia & Lymphoma Society
Change for Kids
Allentown Upper Freehold Little League Association
Allentown Central Redbirds Pop Warner
Mercer County Prosecutors Office Local 339
To login you must have a valid password. To obtain a password, please complete and submit the BCM Client Investor Form found below. Once your request has been processed, you will be sent a password to the email address you provided.
Battenkill Management Overview
BCM Sales Presentation.pdf
Portfolio Monthly Commentary
Alpine Fund Performance
monthly performance Jan 2011.pdf
monthly performance feb 2011.pdf
monthly performance March 2011.pdf
monthly performance April.pdf
monthly performance May 2011.pdf
Monthly Performance June 2011.pdf
Alpine Fund July2011 Performance.pdf
monthly performance Aug 11.pdf
Alpine_Fund_-_September_2011_Performance.pdf
Quarterly Sector Notes
Macro quarterly notes 1Q11.pdf
Macro quarterly notes 2Q11.pdf
E_and_P sector notes 1Q11.pdf
E_and_P sector notes 2Q11.pdf
Industrial quarterly notes 1Q11.pdf
Industrial quarterly notes 2Q11.pdf
Energy macro sector notes _ 1Q11.pdf
