BRUCE WILCOX
Cumberland Associates

Organization

Inception

1970

Assets
      Current
      Peak

$750 million
$1.2 billion

Edge

Insight, context, cumulative wisdom of the organization, keeping retired people close

Office Location

New York, New York

Number of People

22

Type of Organization

Team; five portfolio managers

His Role

Portfolio manager, chairman of the management committee

Investment Committee

No

Reward System

Based on fund as a whole

Number of Investors

150

Type of Investor

25 percent U.S. nontaxable; executives of companies they've researched; high net worth

GP/Principals'
Ownership of Assets

10 percent

Endowments

Not disclosed

Methodology/
Portfolio Composition

Style

Value investing

Number of Positions in Portfolio

100

Trades Taken

Opportunistically

Role of United States

95 percent

Role of Technology

17 percent

Role of Private Equity

Less than 5 percent, special situations