Case Study: Alpine Peaks Automates Investment Operations From Day One With Eze Eclipse

About Alpine Peaks

Launched in 2018 and based in New York, Alpine Peaks Capital is a long/short equity hedge fund focusing on a concentrated portfolio consisting of high-quality, domestic SMID cap equities. Alpine Peaks narrows their investable universe to track approximately 250 companies and using thorough, well-tested fundamental analysis, concentrates their portfolio to roughly 50 names. Alpine Peak’s portfolio concentration supports a high-conviction portfolio construction model, resulting in 75% of the Fund’s exposure allocated across 15 names on each side of the book. With a single investment strategy, Alpine Peaks strives to create a simple, focused business, aligned with its investors.

The Challenge

From inception, Alpine Peaks was an intentionally lean firm, consisting of a highly experienced four-person team. They wanted to take advantage of the best FinTech available to build a best-in-class operational framework. For Alpine Peaks, it was critical that any platform would allow all users to work and connect seamlessly to all counterparties including an outsourced trading desk, fund administrator, and prime brokerage relationships. As a new firm, they were also upfront about the necessity of any solution being cost-efficient.

“When doing my due diligence on software solutions, I was looking for an elegant solution that could provide operational efficiencies across the fund. Specifically, we needed a platform that could handle all of our trading needs, provide the ability to view and monitor our P&L, and meet my in-house reporting requirements.”  - Venera Giannetto, CFO/COO Alpine Peaks Capital.


 

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