CALDWELL & ORKIN INC Overview

Caldwell & Orkin Inc is an investment advisor that manages 81.5 MM dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 105MM in positions, representing 129% of the manager's regulatory AUM.

CALDWELL & ORKIN INC StockAlpha

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Fundamental & Technical Factor Exposure

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

CALDWELL & ORKIN INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 4.58% Tech 8.31% 0.28% 0 36%
FB 4.42% Tech -6.7% -0.38% 0 37%
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CALDWELL & ORKIN INC Founders and Key Employees

Name Title In Position Since
Michael B. Orkin Sole Shareholder, Ceo, President, Treasurer, Director, Portfolio Manager October-1985
David R. Bockel Secretary, Chief Compliance Officer, Portfolio Manager September-2012

CALDWELL & ORKIN INC Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Prime Broker Pro

CALDWELL & ORKIN INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies
Investments for the Partnership and any Accounts are identified and selected by the AdviserǤ Adviser evaluates investments and primarily looks at historical and prospective changes in company fundamentals ȋsalesǡ earningsǡ productsǡ quality of managementǡ return on equityǡ operating marginǡ etcǤȌ to seek to find those companies which are undergoing a substantial and sustainable positive change in either the performance of an individual company or in the macroeconomic or operating environment for a company or industry on a more general basisǤ The Adviser believes that such companiesǡ if identified correctlyǡ are likely to substantially outperform any given market index over the medium and long termǤ After identifying a company that may qualify for inclusion in client portfoliosǡ such a security will then be compared to other s...
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CALDWELL & ORKIN INC Portfolio Concentration

CALDWELL & ORKIN INC Location

5185 PEACHTREE PARKWAY
SUITE 370
NORCROSS, Georgia
UNITED STATES, 30092-6541

CALDWELL & ORKIN INC Contact Information

Phone Number: 678-533-7850
Fax Number: 770-797-9725
Website:

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