Terms of Use

The Terms of Use (“Terms of Use”) set forth below apply to the www.contourasset.com website (the “Site”), a service of Contour Asset Management LLC and its affiliates (referred to collectively as Contour, “we,” “us,” “our” and other similar pronouns). Please read the following Terms of Use before using the Site or any data, products, materials, information, or services contained on the Site. Should you not agree with any of the Terms of Use contained herein, then do not use the Site.

Contour may change the Terms of Use at any time, without prior notice. Such changes will be effective when posted. Any changes made to the Terms of Use will only apply prospectively. By continuing to use the site after Contour posts any such changes, you accept the Terms of Use as modified. It is your responsibility to review Contour’s Terms of Use on a periodic basis.

The Site is offered to you conditioned on your acceptance without modification of the Terms of Use and any other terms, conditions, and notices contained herein. Your use of the Site constitutes your agreement to all such terms, conditions, and notices, including the Terms of Use.

Contour will not treat a user of the Site as an investment advisory client by virtue of their accessing the Site.

Disclaimer

This information has been prepared solely for informational purposes and does not constitute an offer to sell, or a solicitation of an offer to buy or sell, any security, investment or other financial product, nor does it constitute a general solicitation, general advertising or direct selling effort under the Securities Act of 1933 of the United States. Any such offer or solicitation may be made only by delivery of a fund's confidential private placement memorandum and other offering documents. Visitors must make their own investment decisions based on their own investment objectives and financial position. Contour does not provide tax, legal, regulatory, or other advice, and Contour recommends that any investors seek advice from independent financial advisers, accountants, or attorneys as deemed necessary. Contour is not advising the visitor to take any particular action based on the information, opinions, or views contained on this Site, and a visitor’s acceptance is deemed by Contour as acknowledgement of these conditions. Contour does not give any advice or make any representations through the Site as to whether any security or investment is suitable to you or will be profitable. Any investment products and services described herein have not been and will not be registered in the United States with the Securities and Exchange Commission.

THE PAST PERFORMANCE OF ANY INVESTMENT, INVESTMENT STRATEGY OR INVESTMENT STYLE IS NOT INDICATIVE OF FUTURE PERFORMANCE.

Restrictions on Use of this Site and its Content; Ownership of Site Content

Unless otherwise expressly noted, all information and materials, including without limitation images, illustrations, designs, icons, photographs, and written and other materials, that are part of the Site are copyrights, trademarks, service marks, trade names, trade dress and/or other intellectual property owned, controlled or licensed by Contour. No material or content from the Site may be copied, reproduced, republished, uploaded, posted, transmitted or distributed in any way; provided, however, that you may download and/or print one copy of individual pages of the Site for your personal, non-commercial use only, provided you keep intact and properly display all copyright and other proprietary notices. You may not distribute, display, modify, transmit, reuse, repost, create derivative works from or otherwise use the content of the Site, including, without limitation, any text, information, graphics, images, audio and video, for public or commercial purposes without Contour's written permission. Modification or use of the content of the Site for any other purpose will violate the copyright and/or intellectual property rights of Contour.

Systematic retrieval of content from the Site to create or compile, directly or indirectly, a collection, compilation, database or directory (whether through robots, spiders, automatic devices or manual processes) without express written permission from Contour is strictly prohibited.

In addition, you may not, at any time: (i) "harvest" (or collect) information from the Site using an automated software tool or manually on a mass basis (unless we have given you separate written permission to do so); (ii) use automated means to access the Site, or gain unauthorized access to the Site or to any account or computer system connected to the Site (this prohibition does not apply to search engines accessing the site solely for web indexing purposes); (iii) "stream catch" (download, store or transmit copies of streamed content); (iv) obtain, or attempt to obtain, access to areas of the Site or the Contour systems that are not intended for access by you; (v) "flood" the Site with requests or otherwise overburden, disrupt or harm the Site or its systems; (vi) circumvent or reverse engineer the Site or its systems; or (vii) restrict or inhibit another user or users from using and enjoying the Site. All such conduct is strictly prohibited.

You also must comply with all applicable laws and contractual obligations when you use this Site.

Ownership of Submissions

If you submit any materials or content to this Site, you grant Contour a royalty free, perpetual, irrevocable, transferrable, assignable, sub-licensable, worldwide license to use such materials and content, including alterations thereof, for its business purposes, in any form, in any media, and via any technology it chooses, whether it exists now or is created in the future. You represent that any materials and content posted or otherwise submitted by you to the Site is original to you and that you have the right to grant Contour these rights.

Please do not send us your ideas for our business. We are always thinking and creating, and we may have similar ideas of our own. To avoid any disputes between us relating to ideas that you have submitted to us you agree that, if you send us your ideas, you are giving us the right to use them, and you waive and release us from claims that we have used your ideas without your permission.

Adviser Registration

Contour is a registered investment adviser under the Investment Advisers Act of 1940, as amended. The material contained on this Site is intended to present a general summary of Contour and is not soliciting any action based upon it. Further information on Contour and its products (including fee structure) may be obtained from Contour's Form ADV, which is available without charge upon request.

Linking Policies

The Site may contain links to other websites or to third party sellers of products and services. Such links are provided for your convenience only, and you access them at your own risk. Contour is not responsible for, and does not endorse, the content of any such sites, or the products and services sold on them, nor does Contour take responsibility for the accuracy of any such sites. When you visit a linked site you should read the terms of use and privacy policy that govern that particular linked site.

You may not link to the Site without our express written consent. In addition, we reserve the right to revoke any consent to link to the Site upon notice.

Indemnification

You agree to indemnify, defend and hold Contour and its affiliates, and their respective directors, officers, employees and agents, harmless from and against any claims, liabilities, losses, damages, costs and expenses, including reasonable attorneys' fees, arising from your use of the Site, your submissions to the Site, or any violation of the Terms of Use, or applicable law, by you. Contour reserves the right, at its own expense, to assume the exclusive defense and control of any matter subject to indemnification by you, in which event you agree to cooperate with Contour in defending such claims. This indemnification, defense and hold harmless obligation will survive these Terms of Use and the termination of your use of the Site.

Disclaimer of Warranties; Limitations of Liability

CONTOUR MAKES NO REPRESENTATION, WARRANTY, EXPRESS OR IMPLIED, OF ANY KIND CONCERNING THE DATA, PRODUCTS, MATERIALS INFORMATION AND SERVICES CONTAINED ON THIS SITE. THE MATERIALS ON THIS SITE ARE PROVIDED “AS IS” AND ON AN “AS AVAILABLE” BASIS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, TO THE FULLEST EXTENT PERMISSIBLE PURSUANT TO APPLICABLE LAW. CONTOUR SHALL NOT BE LIABLE FOR ANY DAMAGES, VIRUSES, OR SERVICES, REPAIRS OR CORRECTIONS THAT MUST BE PERFORMED ON YOUR COMPUTER OR OTHER PROPERTY ON ACCOUNT OF YOUR ACCESSING OR USING THIS SITE. PLEASE NOTE THAT SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO SOME OR ALL OF THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU.

YOU AGREE THAT USE OF THIS SITE IS AT YOUR OWN RISK. ALTHOUGH WE TRY TO ENSURE THAT THE INFORMATION POSTED ON THIS SITE IS ACCURATE AND UP-TO-DATE, WE RESERVE THE RIGHT TO CHANGE OR MAKE CORRECTIONS TO ANY THE INFORMATION AT ANY TIME. WE CANNOT AND DO NOT GUARANTEE THE CORRECTNESS, TIMELINESS, PRECISION THOROUGHNESS OR COMPLETENESS OF ANY OF THE INFORMATION AVAILABLE ON THIS SITE, NOT WILL WE BE LIABLE FOR ANY IN ACCURACY OR OMISSION CONCERNING ANY OF THE INFORMATION PROVIDED ON THIS SITE.

IF YOU ARE DISSATISFIED WITH THIS SITE OR ANY SERVICE ON THIS SITE OR WITH ANY OF THE SITE’S TERMS OF USE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USING THE SITE.

CONTOUR ASSUMES NO LIABILITY, WHETHER CONTINGENT OR OTHERWISE, TO YOU OR TO THIRD PARTIES, OR HAS ANY RESPONSIBILITY OF ANY KIND, FOR ANY LOSS OR DAMAGE THAT YOU MAY INCUR IN CONNECTION WITH THE FAILURE, INTERRUPTION, OR DISRUPTION OF ANY CONNECTION, COMMUNICATION, OR ACCESS TO THIS SITE, OR FOR ANY ERRONEOUS COMMUNICATION BETWEEN YOU AND CONTOUR. CONTOUR SHALL HAVE NO LIABILITY, CONTINGENT OR OTHERWISE, TO YOU OR TO THIRD PARTIES, FOR THE CORRECTNESS, QUALITY, ACCURACY, TIMELINESS, RELIABILITY, PERFORMANCE, CONTINUED AVAILABILITY, COMPLETENESS OR DELAYS, OMISSIONS, OR INTERRUPTIONS IN THE DELIVERY OF THE DATA, PRODUCTS, INFORMATION, MATERIAL AND/OR SERVICES AVAILABLE ON THE SITE. IN NO EVENT WILL CONTOUR BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE, OR EXEMPLARY DAMAGES OR LOSS WHICH MAY ARISE FROM, OR DIRECTLY OR INDIRECTLY RELATE TO, (EVEN IF CONTOUR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR LOSS) (I) YOUR USE OF THE DATA, PRODUCTS, INFORMATION, MATERIAL AND/OR SERVICES MADE AVAILABLE ON THE SITE, (II) ANY OTHER MATTER RELATING TO THIS SITE, (III) YOUR DOWNLOADING OF ANY INFORMATION, SOFTWARE OR OTHER MATERIALS THROUGH THE SITE, OR (IV) ANY CLAIM OR CAUSE OF ACTION ARISING OUT OF, OR RELATING TO, BREACH OF CONTRACT, BREACH OF WARRANTY, TORT, NEGLIGENCE, STRICT LIABILITY, PRODUCT LIABILITY OR ANY OTHER LEGAL THEORY. CONTOUR WILL HAVE NO RESPONSIBILITY TO INFORM YOU OF ANY DIFFICULTIES EXPERIENCED BY CONTOUR OR THIRD PARTIES WITH RESPECT TO THE USE OF THE DATA, PRODUCTS, INFORMATION, MATERIAL AND/OR SERVICES OR TO TAKE ANY ACTION IN CONNECTION THEREWITH.

Monitoring by Contour

Contour reserves the right to monitor and record activity on this Site for any and all or no reason, and to take all actions it deems necessary or appropriate in its sole discretion. Contour, however, has no obligation to do so. As a result of your use of this website, Contour may retain and use any information gathered from your use for its internal business purposes or in accordance with applicable regulatory requirements.

Changes to This Site

Contour reserves the right to make changes to, or to suspend or discontinue (temporarily or permanently), the Site or any portion of the Site. You agree that Contour will not be liable to you or to any third party for any such modification, suspension or discontinuance.

Suspension or Termination of Access

Contour reserves the right to deny access to, and to suspend or terminate your access to, the Site, or to any features or portions of the Site, and to remove and discard any content or materials you have submitted to the Site, at any time and for any reason, including for any violation by you of these Terms of Use. In the event that we suspend or terminate your access to and/or use of the Site, you will continue to be bound by the Terms of Use that were in effect as of the date of your suspension or termination.

Jurisdiction and Governing Law

Any dispute concerning any matter herein, including the validity, termination, or enforceability of the terms, conditions or agreements herein, shall be governed by and interpreted according to the substantive laws of the state of New York without regard for its choice of law or conflict of laws principles. You irrevocably submit to the exclusive jurisdiction of the United States District Court for the Southern District of New York and the courts of the State of New York located in the County of New York for any such dispute.

Contour controls and operates this Site from its offices within the United States of America, and unless otherwise specified, the materials displayed on this website are presented solely for the purpose of promoting services available in the United States, its territories, possessions, and protectorates. This Site and all information contained herein are not directed at or intended for distribution to, or use by, any person or entity in any jurisdiction or country where the distribution or use of such information is contrary to the laws or regulation of such jurisdiction, or such distribution or use would subject Contour to any registration requirement within such jurisdiction or country within such jurisdiction or country. Those who access this Site do so on their own initiative and are responsible for compliance with all applicable local laws.

Electronic Communications

The communications between you and us via this Site use electronic means, whether you visit the Site or send us an email, or whether we post notices on the Site or communicate with you via email. For contractual purposes, you consent to receive communications from Contour in an electronic form, and you agree that all terms and conditions, agreements, notices, disclosures, and other communications that we provide to you electronically satisfy any legal requirement that such communications would satisfy if it were in writing. The foregoing does not affect your non-waivable rights.

Severability

If any provision of these Terms of Use shall be deemed unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from these Terms of Use and shall not affect the validity and enforceability of any remaining provisions. Contour reserves the right to alter or delete materials from the Site at any time at its discretion.

Other

These Terms of Use, together with any additional terms and conditions that are referenced herein or that otherwise may apply to specific areas of the Site, constitute the entire agreement between us and you with respect to the Site. This agreement is personal to you and you may not assign it to anyone. These Terms of Use are not intended to benefit any third party, and do not create any third party beneficiaries. Accordingly, these Terms of Use may only be invoked or enforced by you or us.

YOU AGREE THAT REGARDLESS OF ANY STATUTE OR LAW TO THE CONTRARY, ANY CLAIM OR CAUSE OF ACTION THAT YOU MAY HAVE ARISING OUT OF OR RELATED TO USE OF THE SITE, OR THESE TERMS OF USE, MUST BE FILED BY YOU WITHIN ONE YEAR AFTER SUCH CLAIM OR CAUSE OF ACTION ACCRUED OR BE PERMANENTLY BARRED.

Last Updated: July 29, 2015

Privacy Policy

ANNUAL PRIVACY NOTICE

This U.S. Privacy Notice describes the policies of Contour Asset Management, LLC (“Contour”) with respect to the non-public personal information (“Information”) of its clients, prospective clients, and former clients (the “Clients”) and investors, prospective investors, and former investors (collectively, with the Clients, the “Investors”) in the funds (the “Funds”) to which Contour provides investment advisory services. These policies apply to individuals only.

Personal information collected

In the course of its investment advisory services, Contour receives and maintains nonpublic personal information about Investors including, but not limited to, the below listed types of Information. Contour has collected the following categories of personal information from Investors within the past twelve months:

  • Information in correspondence, subscription documents and other forms which Investors complete and submit to Contour. This includes (but is not limited to):
    • names,
    • addresses,
    • phone numbers,
    • social security numbers or other relevant government issued identifiers,
    • nationality, citizenships
    • employment, and
    • commercial and financial and source of wealth information.
  • Information relating to the value of an Investor’s interests in the Funds.
  • Information relating to an Investor’s transactions with Contour and its affiliates, with and through the Funds, including subscriptions and redemptions.
  • Information about the bank and brokerage accounts of an Investor received from such Investor’s purchaser representative, financial advisor, investment consultant or other financial institution with whom the Funds have a relationship and/or whom the Investor may have authorized to provide such Information to the Funds.

Purpose for processing personal information

Contour may use or disclose the personal information it collects for one or more of the following purposes:

  • To fulfill or meet the reason you provided the information. For example, if you share your name and contact information to ask a question about our services, we will use that personal information to respond to your inquiry. If you provide your personal information to purchase a service, we will use that information to provide that service to you. We may also save your information to facilitate future communications and services.
  • To identify and verify the Investor in the Funds
  • To comply with state and federal law and regulation, which include but are not limited to, Anti-Money Laundering and Know Your Customer checks for financial fraud prevention
  • To assist the Fund Administrator to administer and operate the Funds
  • To assist the Contour in its reporting obligations to Investors
  • To process your requests, transactions, and payments and prevent transactional fraud

Disclosure of personal information

We may disclose your personal information to a third party for a business or commercial purpose. When we disclose personal information for a business or commercial purpose, we make efforts to ensure the recipient will both keep that personal information confidential and not use it for any purpose except performing the contract.

For example, Contour may disclose Information about Investors as may be reasonably necessary or appropriate in connection with the management of client and investor accounts or as required by law or any applicable regulatory authority, such as to demonstrate compliance with state or federal laws or regulations, or as otherwise directed in writing by an Investor.

Personal information may be shared with the following recipients:

  • Third party service providers to the Funds, including fund administrators, accountants, auditors, and primer brokers.
  • Contour service providers such as attorneys, auditors, and other professionals.
  • Unaffiliated third parties who perform marketing services on behalf of the Funds or with whom Contour has entered into joint marketing agreements for services or information about services that you have requested, including placement agents and brokers.
  • Persons acting in a fiduciary or representative capacity on behalf of an individual investor, such as an IRA custodian, Financial Advisor, or Trustee of a grantor trust.
  • Government, legal regulatory or other authorities under applicable laws.

In the preceding twelve months, Contour has disclosed the personal information it collects listed above for a business or commercial purpose. In the preceding twelve months, Contour has not sold personal information.

Storage and security of personal information

Contour restricts access to Information about you to those of our employees and agents and representatives, who need to know the Information to enable us to provide our services to our Investors.

Contour also maintains appropriate physical, electronic and procedural safeguards designed to protect Investor Information and to prevent unauthorized disclosure of such Information.

When it is necessary for Contour to share your personal Information with other parties, Contour requires (i) that such parties agree to protect the confidentiality of that Information and (ii) that such Information be used solely for the limited purpose for which Contour discloses the Information to them. Contour will advise these parties not to further share your Information with others except to fulfill that limited purpose.

Investors’ Privacy rights in relation to Personal Information

  • You may send requests for correction to: Alpa Rana, Chief Financial Officer and Chief Compliance Officer, who can be contacted at Privacy@contourasset.com or at +1 646 553 2490.
  • You may also request that we update or delete certain of your Information, subject to some conditions, by contacting us at Privacy@contourasset.com. We may ask you to verify your identity and to provide other details before we are able to provide you with any information, correct any inaccuracies, or delete any Information. Your right to delete your Information is subject to our records retention policies and applicable law.
  • You may also limit use of your Information to prevent Contour from sharing Information with non-affiliates who may use it to market to you. Currently, Contour does not share Information with any non-affiliates for this purpose.
  • You have the right to request access to the personal information we hold about you
  • You have the right to data portability and to request the transmission of personal information about them to another organization
  • You have the right to object to automated decision making technology that materially impacts you. Contour does utilize this technology.
  • If Contour receives a request to delete your personal Information, Contour may be prevented from doing so if that personal Information is retained to meet legal or regulatory requirements.
  • You cannot limit the Information Contour shares to respond to court orders and legal investigations. It may be necessary, under anti-money laundering and similar laws, to disclose Information about Investors in order for the Funds to accept subscriptions from them.
  • If you exercise your privacy right, Contour will not discriminate against you.

Opt In and Opt Out

You may have the right to opt in to or opt out of certain of our uses and disclosures of your Information. For example, when you are asked to provide Information, you may have the opportunity to elect to, or not to receive messages from us by e-mail. You may tell us that you do not want to receive our promotional messages, or that you do not want us to share your Information with third parties for their marketing purposes by sending us your name, address, e-mail, and phone number to:

Alpa Rana, Chief Financial Officer and Chief Compliance Officer, can be contacted at Privacy@contourasset.com or at 646-553-2490.

Please indicate whether you are asking us to stop sharing your Information with third parties, or if you are writing to request that you no longer receive a particular media notification from us. Please understand that it may take us a few days to process any opt out request and that even if you opt out of receiving promotional correspondence from us, we may still contact you in connection with your relationship, activities, transactions, and communications with us. Also, to stop receiving promotional messages from third parties who already have your contact information, please contact them directly.

CCPA Specific Rights

Under the California Consumer Privacy Act (“CCPA”), California residents have specific rights regarding their personal information. If you are a California resident, this section describes your CCPA rights and explains how to exercise those rights.

Access to Specific Information and Data Portability Rights

You have the right to request that Contour disclose certain information to you about our collection and use of your personal information over the past twelve months. Once Contour receives and confirms your verifiable consumer request, we will disclose to you:

  • The categories of personal information we collected about you.
  • The categories of sources for the personal information we collected about you.
  • Our business or commercial purpose for collecting or selling that personal information.
  • The categories of third parties with whom we share that personal information.
  • The specific pieces of personal information we collected about you (also called a data portability request).
  • If we sold or disclosed your personal information for a business purpose, two separate lists disclosing:
    • sales, identifying the personal information categories that each category of recipient purchased; and
    • disclosures for a business purpose, identifying the personal information categories that each category of recipient obtained.

Contour does not provide these access and data portability rights for business to business personal information.

Deletion Request Rights

You have the right to request that we delete any of your personal information that we collected from you and retained, subject to certain exceptions. Once we receive and confirm your verifiable consumer request, we will delete (and direct our service providers to delete) your personal information from our records, unless an exception applies.

We may deny your deletion request if retaining the information is necessary for us or our service provider(s) to:

  • Complete the transaction for which we collected the personal information, provide a service that you requested, take actions reasonably anticipated within the context of our ongoing business relationship with you or otherwise perform our contract with you.
  • Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, or prosecute those responsible for such activities.
  • Exercise another right provided for by law.
  • Comply with the California Electronic Communications Privacy Act (Cal. Penal Code § 1546 et. seq.).
  • Enable solely internal uses that are reasonably aligned with consumer expectations based on your relationship with us.
  • Comply with a legal obligation.
  • Make other internal and lawful uses of that information that are compatible with the context in which you provided it.

We do not provide these deletion rights for B2B personal information.

Exercising Access, Data Portability, and Deletion Rights

To exercise the access, data portability, and deletion rights described above, please submit a verifiable consumer request to us by either:

Only you, or someone legally authorized to act on your behalf, may make a verifiable consumer request related to your personal information. You may also make a verifiable consumer request on behalf of your minor child. You may only make a verifiable consumer request for access or data portability twice within a 12-month period. The verifiable consumer request must:

  • Provide sufficient information that allows us to reasonably verify you are the person about whom we collected personal information or an authorized representative.
  • We cannot respond to your request or provide you with personal information if we cannot verify your identity or authority to make the request and confirm the personal information relates to you.

Making a verifiable consumer request does not require you to create an account with us. We will only use personal information provided in a verifiable consumer request to verify the requestor’s identity or authority to make the request.

Response Timing and Format

We endeavor to respond to a verifiable consumer request within forty-five (45) days of its receipt. If we require more time (up to 45 additional days), we will inform you of the reason and extension period in writing.

Any disclosures we provide will only cover the 12-month period preceding the verifiable consumer request’s receipt. The response we provide will also explain the reasons we cannot comply with a request, if applicable. We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request.

Non-Discrimination

We will not discriminate against you for exercising any of your CCPA rights. Unless permitted by the CCPA, we will not:

  • Deny you goods or services.
  • Charge you different prices or rates for goods or services, including through granting discounts or other benefits, or imposing penalties.
  • Provide you a different level or quality of goods or services.
  • Suggest that you may receive a different price or rate for goods or services or a different level or quality of goods or services.

Amendments to Privacy policy

Contour will continue to follow privacy procedures relating to retention, handling, and dispositions of our records, including with respect to your Information. Contour reserves the right to modify this U.S. Privacy Policy at any time and without prior notice.

Questions?

If you have any questions in relation to this U.S. Privacy Policy, please contact:

Contour Asset Management LLC
99 Park Avenue, Suite 1540
New York, NY 10016
Attention: Alpa Rana, Chief Financial Officer and Chief Compliance Officer
Phone: +1 646 553 2490.
Email: Privacy@contourasset.com

Contour takes its responsibility to protect the privacy and confidentiality of your Information very seriously. If Contour materially changes its privacy policies to permit it or its affiliates to share additional information Contour has about you or to permit disclosures to additional types of parties, you will be notified in advance, and, if required by law, you will be given the opportunity to consent to such disclosure, as appropriate, or opt out of such additional disclosure and to direct Contour not to share your Information with such parties.

Last Updated:

Contour Asset

Management

About Us

Contour aims to exploit rapidly evolving trends within TMT in order to deliver strong risk-adjusted returns independent of market direction.

Contour Asset Management LLC is a long/short equity manager focused solely on investing in the technology, media and telecommunications (“TMT”) sectors.  Brummer & Partners, a multi-billion AUM Swedish alternative investment management firm, holds a minority ownership stake in the business.

Strategy

We seek to leverage industry specific expertise and disciplined portfolio management to target attractive absolute risk-adjusted returns. This is accomplished through long and short investments in equities and derivatives, with a focus on the global technology, media, and telecommunications (“TMT”) sectors.

TMT is defined to be inclusive of all related services, distribution channels (commercial & retail) and/or businesses whose main infrastructure process is IT enabled. While the TMT industry has a long history of innovation and disruption, we believe that the current pace of change is the fastest it has been since at least the late 1990s. In our view, this change can create great opportunity for those companies that can spearhead or quickly adapt to the changing landscape and great risk to those companies who are hindered by their technological or financial legacy.

Contour’s in-depth analysis of industries from a top-down perspective, combined with deep rooted bottom-up company specific analysis, should allow for a greater understanding of changes within the industry over a longer-term horizon. When this level of analysis is applied to both long and short investments, we expect to produce a portfolio that derives the majority of its performance from alpha rather than beta.

We strongly believe that whether the global economy is growing or shrinking, there will be ample opportunity for alpha generation brought about by the on-going disruptive change within the TMT industry.

Team

David Meyer, CFA
Principal & Portfolio Manager

Prior to the inception of Contour in 2010, David Meyer joined Brummer & Partners in 2004 as a technology analyst covering software and information technology (“IT”) services for Brummer & Partners’ Zenit Fund. In 2005, Mr. Meyer transitioned to Manticore Capital as a senior member of the investment team, which is now solely managed by Contour. Before joining Brummer & Partners, Mr. Meyer was an equity analyst within Morgan Stanley’s Investment Management Group from 1998 – 2004, where he was responsible for covering software, IT services, and IT hardware companies. Mr. Meyer holds a B.A. in Economics from Northwestern University.

Nikhil Berry,
Analyst

Jennifer Brokaw,
Director of Marketing

Tom Cahill,
Director of Marketing

Nikhil Berry joined Contour in September 2021. Before joining Contour, he was at Citadel where he invested in the software and internet sectors and prior to that was an associate at Goldman Sachs. Mr. Berry graduated from Hong Kong University of Science and Technology with a Bachelor of Engineering in Computer Science and an MBA from The Wharton School of Business of the University of Pennsylvania.

Jennifer Brokaw joined Contour Asset Management in February 2013. Before joining Contour, she held positions in Marketing and Investor Relations between 2008-2012 at Ospraie Management, C2J Investments and most recently, Millennium Management. Prior to that, Ms. Brokaw was an investment professional in Private Wealth Management at Goldman Sachs from 2004-2008 and before then a consultant in PricewaterhouseCoopers’ Financial Risk Management Group. Ms. Brokaw graduated with a B.A. in Economics from Cornell University and received an MBA from New York University’s Stern School of Business.

Tom Cahill joined Contour in March 2018.  Before joining Contour, he was a Partner and Head of Business Development for ShearLink Capital, a NY based low-net growth equity fund.  Prior to ShearLink, Mr. Cahill spent five years as a Director of Marketing for Visium Asset Management, a $7B diversified asset manager.  Before Visium, he spent 16 years as a reporter for Bloomberg, covering various areas such as the Bond Market, the Securities industry, Energy and Commodities and Hedge Funds.  Mr. Cahill graduated with a B.A. in American Studies from Colby College.

Todd Cohen, CFA
Analyst

Michael Doody,
Director of Operations

Ryan Fiftal,
Sector Head

Todd Cohen joined Contour Asset Management in January 2020.  Before joining Contour, he was a Senior Vice President at Wolfe Research covering Payments, Processors and IT Services on the #1 II-ranked team.  Prior to that, Mr. Cohen spent four years at Barclays as an equity research analyst covering the same sectors.  Mr. Cohen graduated with a B.S. in Finance from the Kelley School of Business at Indiana University. 

Michael Doody joined Contour Asset Management in January 2013. Before joining Contour, he served as Vice President in Client Service and Business Consulting with Morgan Stanley’s Prime Brokerage group, from 2005 to 2012. Prior to joining Morgan Stanley’s Prime Brokerage group, from 2003 to 2005, Mr. Doody was an equity Research Analyst in Morgan Stanley’s Institutional Equity Research Sales group focusing on Technology stocks. Prior to Equity Research Sales, from 1999 to 2002, Mr. Doody was an Associate in the Technology/Internet Group for Morgan Stanley. Mr. Doody graduated with a B.S. in Marketing from Georgetown University.

Ryan Fiftal joined Contour in April 2017. Before joining Contour, he spent nine years at Morgan Stanley, most recently as an Executive Director in equity research covering U.S. Media/Cable/Satellite as part of a #1 II-ranked team. Prior to Morgan Stanley, Mr. Fiftal was an Associate at Oliver Wyman (formerly Mercer Management Consulting). Mr. Fiftal received a B.A. in Physics and Philosophy from Yale University and an MBA from the Stern School of Business at New York University.

Vanessa Hernandez,
Office Manager

Patrick Murphy, CPA
Controller

Alpa Rana, CPA
Chief Financial Officer & Chief Compliance Officer

Vanessa Hernandez joined Contour in April 2020. Before joining Contour, she was an Office Manager and Executive Assistant at The Alberleen Group. Prior to Alberleen, Ms. Hernandez was an Executive Assistant for various firms and before then a Media Producer.  Ms. Hernandez graduated with a B.A. in History and an MFA in Media Arts Production from the City College of New York CUNY.

Patrick Murphy joined Contour Asset Management in July 2020. Before joining Contour, he was a manager on the CFO team at Constellation Advisers from 2017-2020. Prior to that, Mr. Murphy worked as the CFO/CCO at Empire Capital Management LLC, the COO at Avet Capital Management LLC, the Controller/Director of Operations at Para Advisors LLC, and as a staff accountant in the government operations at Bear, Stearns & Co. Inc. Mr. Murphy began his career at Klein & Profenna CPAs. He has a B.S. from SUNY Oswego, an MBA from Pace University and is a licensed CPA.

Alpa Rana joined Contour Asset Management in July 2013. Before joining Contour, she spent five years at Morgan Stanley Wealth Management on the operational due diligence team. Prior to MSWM, Ms. Rana spent her career at Natixis Alternative Investment, Celestar Capital Advisors, and AXA Alternative Advisors, managing both the fund and corporate related aspects of the entities. Ms. Rana began her career at Rothstein Kass. She has a B.S. from Montclair State University, an MBA from Rutgers University and is a licensed CPA.

Mit Shah,
Sector Head

Saaheb Sidana,
Analyst

Michael Tabaksblat,
Head Trader

Mit Shah joined Contour Asset Management in July 2012. From 2009 to 2012 he worked at Sanford C. Bernstein, where he was a member of the II-ranked #1 research team covering IT hardware companies. From 2000 - 2007, Mr. Shah held software engineering and management roles at Opsware, Inc. in Sunnyvale, California. Mr. Shah received an M.S. in Electrical Engineering from Stanford University and an MBA from The Wharton School of Business of the University of Pennsylvania.

Saaheb Sidana joined Contour Asset Management in February 2020. Before joining Contour, he was a Private Equity Associate at Insignia Capital Group and prior to that an Investment Banking Analyst in Mergers & Acquisition at Greenhill & Company.  Mr. Sidana graduated with a BA in History and a concentration in Economics and Financial Markets from Dartmouth College.

Michael Tabaksblat joined Contour in March 2014. Before joining Contour, he served as an analyst at PAMLI Capital Management. Prior to PAMLI, he was an assistant trader for Ionic Capital Management, a relative value multi-strategy fund, from 2007 to 2012. Mr. Tabaksblat graduated with a B.A. in Pre Med and History, Minor in Business from the Macaulay/CUNY Honors College at Queens College. In 2015, Michael received a Masters in Accounting from Yeshiva University.

Brian Thackray,
Sector Head

Brian Thackray joined Contour in February 2018. Before joining Contour, he was a Sector Head at Blackrock, where he spent four years leading coverage of the information technology sector for their U.S. Growth funds. Prior to Blackrock, Mr. Thackray was a senior investment analyst at Citadel focused on the tech, media and telecom sector.  From 2004 – 2011, Mr. Thackray was a senior equity analyst at Deutsche Bank following four years at Credit Suisse in an equity research and institutional sales capacity.  Mr. Thackray graduated with a B.S. in Business Administration (concentration in Finance) and a B.S. in Economics from the University of Richmond.

Contact Us

Contour Asset Management

Address:
99 Park Avenue
Suite 1540
New York, NY 10016

T: 646.532.6042
E: vanessa.hernandez@contourasset.com

 

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