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Scopus Asset Management, L.P.
Alexander Mitchell · Hedge Fund · Long/Short Equity
Scopus Asset Management, L.P. is a New York-based investment firm founded in June 1998 by Alexander Mitchell. The firm operates as a prominent hedge fund manager, primarily serving institutional investors and high-net-worth individuals. With a focus on capital appreciation and risk management, Scopus has established a long-standing presence in the alternative investment space, maintaining a disciplined approach to portfolio construction and sector allocation. The firm is known for its lean, research-intensive team and its consistent focus on U.S. equity markets, leveraging decades of experience to navigate complex market environments.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -7.6% |
| YTD return | -8.1% |
| Sharpe ratio | -0.68 |
| Win rate | 43% |
| AUM | $1.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.scopusfund.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| LIN | Linde plc Ordinary Shares | 8.4% | -11.1% |
| ESI | Element Solutions Inc | 7.1% | +12.2% |
| AMZN | Amazon.com Inc | 6.6% | +15.5% |
| ITT | ITT Inc | 6.2% | +0.8% |
| AAPL | Apple Inc | 5.8% | +5.1% |
| CRH | CRH PLC ADR | 5.7% | -26.5% |
| SYY | Sysco Corporation | 5.7% | -3.7% |
| PG | Procter & Gamble Company | 5.4% | +1.3% |
| CL | Colgate-Palmolive Company | 5.1% | -3.6% |
| CVNA | Carvana Co | 4.9% | -5.5% |
| NVDA | NVIDIA Corporation | 4.3% | +11.6% |
| V | Visa Inc. Class A | 4.2% | +11.5% |
| ASML | ASML Holding NV ADR | 4.2% | +2.2% |
| VRSN | VeriSign Inc | 4.1% | +3.5% |
| SGI | Somnigroup International Inc. | 4.1% | -2.8% |
| ULS | UL Solutions Inc. | 3.7% | -16.4% |
| EL | Estee Lauder Companies Inc | 3.7% | -9.9% |
| SPOT | Spotify Technology SA | 3.6% | -0.7% |
| PKG | Packaging Corp of America | 3.6% | +4.9% |
| STX | Seagate Technology PLC | 3.6% | +1.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | STX | 0.0% → 3.6% |
| Sep 7, 2026 | SELL | ASML | 4.1% → 4.2% |
| Sep 7, 2026 | BUY | PG | 5.3% → 5.4% |
| Sep 7, 2026 | SELL | PKG | 3.7% → 3.6% |
| Sep 7, 2026 | SELL | CVNA | 4.9% → 4.9% |
Investment Style Analysis
Scopus Asset Management, L.P. is widely recognized for employing a Long/Short Equity strategy. As of Sep 18, 2026, the firm oversees approximately $1.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Specialty Chemicals and Household & Personal Products sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Scopus Asset Management, L.P. made a significant move by increasing exposure to STX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is centered on a research-intensive, bottom-up fundamental analysis approach designed to identify significant valuation discrepancies in the market. Scopus employs a long/short equity strategy, seeking to generate superior risk-adjusted returns by taking long positions in undervalued common stocks and short positions in overvalued securities. The investment process emphasizes deep industry research and financial modeling to identify catalysts for price movement, while actively managing derivatives and other equity-linked instruments to hedge risk and enhance alpha generation. By balancing exposure across various market sectors, the firm aims to achieve consistent capital appreciation regardless of broader market volatility.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Scopus Asset Management, L.P..
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Frequently asked questions
How is the simulated portfolio for Scopus Asset Management, L.P. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Scopus Asset Management, L.P.'s largest holding?
As of the latest filing, Scopus Asset Management, L.P.'s top position is Linde plc Ordinary Shares (LIN), representing 8.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Scopus Asset Management, L.P.'s historical performance and risk profile?
Our simulation indicates a total return of -7.6% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of -0.68, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Scopus Asset Management, L.P. primarily invest in?
Scopus Asset Management, L.P. has a strong preference for the Specialty Chemicals sector, which makes up 15.4% of their disclosed assets. The portfolio also has exposure to Household & Personal Products, indicating a specific thematic focus.
Is Scopus Asset Management, L.P.'s portfolio concentrated or diversified?
Scopus Asset Management, L.P. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 22.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Scopus Asset Management, L.P. performed in 2026?
Our AI-simulated model portfolio for Scopus Asset Management, L.P. tracks a Year-to-Date (YTD) return of -8.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alexander Mitchell manage Scopus Asset Management, L.P. directly?
Yes, Alexander Mitchell serves as the key portfolio manager for Scopus Asset Management, L.P., overseeing the investment strategy and final capital allocation decisions.