BULLDOG INVESTORS LLC Overview
Bulldog Investors Llc is a hedge fund that manages 619.1 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 03/31/23. The fund's latest filing disclosed 301MM in positions, representing 49% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/23. The fund's latest filing disclosed 301MM in positions, representing 49% of the manager's regulatory AUM.
BULLDOG INVESTORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BULLDOG INVESTORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| STEW | 4.45% | Financials | 6.5% | 0.12% | 6 | 3% | ||
| GAM | 4.28% | ETF | 3.93% | -0.03% | 8 | 3% | ||
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FEATURED IN
BULLDOG INVESTORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Andrew N. Dakos | Member | August-2009 |
| Phillip F. Goldstein | Member | August-2009 |
| Steven J. Samuels | Member | August-2009 |
| Stephanie L. Darling | Chief Compliance Officer | March-2012 |
BULLDOG INVESTORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
BULLDOG INVESTORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss Bulldog Investors is a value oriented activist investment advisor. It specializes in closed-end
funds, special purpose acquisition companies (SPACs or blank check companies), undervalued
3
operating companies, distressed securities and complex special situations. Its principals have extensive experience in investor activism with a goal of unlocking the intrinsic value of its investments.
As discussed above, Bulldog Investors serves as the investment adviser of Special Opportunities Fund, a registered investment company. SPE's investment objective is to provide total return. Investing in SPE involves certain risks, which are detailed in its registration statement and incorporated herein by reference. In addition, the investment objective, investment strategies and risks of each of the private funds Bulldog Investors advises are described in the sections entitled "Investing Program and Objectives o...
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funds, special purpose acquisition companies (SPACs or blank check companies), undervalued
3
operating companies, distressed securities and complex special situations. Its principals have extensive experience in investor activism with a goal of unlocking the intrinsic value of its investments.
As discussed above, Bulldog Investors serves as the investment adviser of Special Opportunities Fund, a registered investment company. SPE's investment objective is to provide total return. Investing in SPE involves certain risks, which are detailed in its registration statement and incorporated herein by reference. In addition, the investment objective, investment strategies and risks of each of the private funds Bulldog Investors advises are described in the sections entitled "Investing Program and Objectives o...
Unlock Full Investment Process Description
BULLDOG INVESTORS LLC Portfolio Concentration
BULLDOG INVESTORS LLC Location
PARK 80 WEST - PLAZA TWO
250 PEHLE AVENUE, SUITE 708
SADDLE BROOK, New Jersey
UNITED STATES, 07663
250 PEHLE AVENUE, SUITE 708
SADDLE BROOK, New Jersey
UNITED STATES, 07663
BULLDOG INVESTORS LLC Contact Information
Phone Number: 201-556-0092
Fax Number: 201-556-0097
Website: http://www.bulldoginvestors.com
Fax Number: 201-556-0097
Website: http://www.bulldoginvestors.com
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