Mark Massey - AltaRock Partners Investment Strategy (Sep 30, 2025)
As of Sep 30, 2025, the AltaRock Partners portfolio managed by Mark Massey demonstrates a sophisticated investment approach with 10 positions and an average holding period of 920 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Financial Services, Industrials, Technology sectors with a typical position size of 11.8% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 11.76% and sector diversification of 5%, exemplified by the case study of AMAZON (AMZN). This strategic framework provides insights into Mark Massey's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.5 years | Style | Average duration positions are maintained |
| Position Count | 10 | Style | Number of active positions in portfolio |
| Position Size | 11.8% | Risk | Typical allocation per position |
| Win Rate | 63.0% | Performance | Percentage of profitable positions |
| Average Return | 8.4% | Performance | Mean return across positions |
| Sharpe Ratio | 0.20 | Performance | Return per unit of risk taken |
Investment Case Study: AMAZON (AMZN)
3/31/2022 - 1/15/2026
Performance Metrics
Total Return: -7.17%
Holding Period: 1386 days
Max Position Size: $414,816.00
Position Weight: 10.94%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure