BULLDOG INVESTORS LLC Overview

Bulldog Investors Llc is an investment advisor 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 09/30/16. The fund's latest filing disclosed 436MM in positions, representing 70% of the manager's regulatory AUM.

BULLDOG INVESTORS LLC StockAlpha

-3.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BULLDOG INVESTORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
STC 10.4% Financials -0.88% -1.56% 4 3%
JGV 7.55% ETF 0.17% -0.09% 7 1%
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FEATURED IN
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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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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

BULLDOG INVESTORS LLC Contact Information

Phone Number: 201-556-0092
Fax Number: 201-556-0097
Website:

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