Hedge Fund - Algert Coldiron Investors

Peter Algert And Kevin Coldiron Bio, Returns, AUM, Net Worth

Peter Algert, Ph.D., cofounded Algert Global, LLC (formerly known as Algert Coldiron Investors, LLC) in 2002 and currently works as the Chief Investment Officer and Chief Executive Officer of the investment firm. Prior to starting his own firm, Peter Algert worked as Managing Director at Barclays Global Investors, where he served as the Global Head of Research focusing on stock selection strategies. He received his B.A. in Economics from the University of California, Santa Cruz, and his Ph.D. from UC Berkeley’s Haas School of Business.

Algert Global is an investment firm primarily focused on managing global absolute return and active long-only strategies for both institutional and private investors. Based in San Francisco, the investment firm believes in the investment philosophy that there are inefficiencies in global equity markets that result from the behavioral biases of human market participants and are best exploited by a quantitative and repeatable investment process.

Algert Global focuses on three kinds of market inefficiencies: Relative value – markets mis-estimate growth rates; Quality – markets inefficiently forecast the sustainability of earnings; and Catalyst – markets often react irrationally to new information. It had $2.6 billion in discretionary assets under management, as of December 31, 2022.

In addition to having its own funds and clients, Algert Global serves as a sub-adviser to the North Square Dynamic Small Cap Fund which commenced trading in November 2008. Since its inception, the fund has generated a return of 12.29%, compared to the Russell 2000 return of 10.32% for the same period, as of June 30, 2022.

Peter Algert And Kevin Coldiron
Fund Profile
Filing Period:
Fund Name: Algert Coldiron Investors
Manager Peter Algert And Kevin Coldiron
Portfolio Value $2,297,747
Change This QTR +1.08%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. MANH 90,124 $18,014 -1% 0.78%
2. TDC 230,869 $12,331 +5% 0.53%
Ufp Industries Inc
120,439 $11,689 NEW 0.5%
4. FLEX 413,019 $11,416 +16% 0.49%
5. MEDP 46,852 $11,252 +9% 0.48%
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