Our Firm
Scopus Asset Management, L.P. (“Scopus” or the “Adviser”) is a Delaware limited partnership
with its principal place of business in New York, New York. Scopus commenced operations as an
investment adviser in June 1998. As of December 31, 2023, the regulatory assets under
management managed by Scopus, all on a discretionary basis, was approximately US
$2,910,509,844. Scopus does not manage assets on a non-discretionary basis.
Principal Owners
The Adviser is 99% owned by Alexander Mitchell. Scopus Capital, Inc. owns the remaining 1%,
which in turn is wholly-owned by Mr. Mitchell.
Client Types
Scopus provides investment management services to the following privately pooled investment
vehicles:
• Scopus Partners, L.P.
• Scopus Partners II, L.P.
• Scopus Fund Ltd.
• Scopus Vista Partners, L.P.
• Scopus Vista Fund Ltd.
Each is hereinafter referred to as a “Fund” or “Client” and are collectively referred to as the
“Funds” or “Clients.” The Funds are structured as either U.S. limited partnerships or B.V.I.
corporations. Scopus Advisers, LLC (the “General Partner”) serves as general partner to the U.S.
limited partnerships and Mr. Mitchell is the managing member of the General Partner. The Funds
are exempt from registration under the Investment Company Act of 1940.
Types of Services Offered
As described above, the Adviser provides investment management services to the Funds. Each
Fund’s offering documents (as amended and supplemented from time to time, the “Offering
Materials”) set forth the investment guidelines and/or the types of investments in which the assets
of such Fund may be invested. The Funds generally
employ substantially similar investment
strategies. The Funds’ investment objective is to achieve superior returns through capital
appreciation by investing, on a long and short basis, generally in common stocks and derivatives
instruments, including, without limitation, those linked to U.S. equity markets (such as options,
warrants, convertible securities, forward contracts, futures, swaps and ETFs). The investment
approach involves a combination of extensive fundamental research and bottom-up financial
analysis to identify investment opportunities that are materially undervalued (in the case of long
positions), or overvalued (in the case of short positions), by the marketplace. Scopus or the General
Partner may seek to reduce risk through a variety of risk management procedures and practices,
including, without limitation, monitoring and adjusting portfolio, market and sector exposure, using
derivatives and hedging instruments, re-sizing investment positions and performing regular
portfolio monitoring and review. Scopus or the General Partner may employ leverage, to varying
degrees, on behalf of the Funds.
Ability to Tailor Services and Impose Restrictions
The investment objective and strategy for each Fund is described in its particular Offering
Materials. Scopus provides investment management services to the Funds as pooled investment
vehicles based on the specific investment objectives and strategies of the Funds themselves and not
individually to investors in the Funds (the “Investors”). Therefore, Scopus does not tailor its
advisory services to the individual needs of any of the Investors. Investors may not impose
restrictions on investing in certain securities or types of securities.