CARLSON CAPITAL LP Overview

Carlson Capital Lp is a hedge fund that manages 22.9 BN dollars in regulatory AUM and has 178 employees, of which 89 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 8BN in positions, representing 33% of the manager's regulatory AUM.

CARLSON CAPITAL LP StockAlpha

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Fundamental & Technical Factor Exposure

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CARLSON CAPITAL LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LNKD 3.02% Tech 2.16% 0.1% 0 14%
STJ 2.79% Health -0.34% 0.13% 1 12%
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CARLSON CAPITAL LP Founders and Key Employees

Name Title In Position Since
Clint D. Carlson President, Chief Investment Officer September-1997
Lynne B. Alpar Chief Financial Officer September-1997
Nancy P. Carlson Limited Partner September-1997
Shahla F. Ali Chief Compliance Officer January-2011

CARLSON CAPITAL LP Brokers, Custodians, Auditors and Administrators

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CARLSON CAPITAL LP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Carlson’s investment strategies are driven by fundamental proprietary research, traditional security analysis, quantitative analysis, broker and research provider research and analyses as well as the industry knowledge and expertise of our portfolio management teams.

The investment strategies utilized by Carlson ordinarily attempt to reduce risk by hedging long positions with short positions and/or derivatives. For example, a purely long stock portfolio would be subject to the investment risks of its broad stock market exposure. Carlson believes that hedged investment strategies can significantly reduce market risk. As described in the governing documents of the applicable Funds and as described in Item 4 (Advisory Business) above, Carlson does not attempt to maintain a market neutral portfolio for all of the Funds and at times Carlson may cause a Client to take directional p...
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CARLSON CAPITAL LP Portfolio Concentration

CARLSON CAPITAL LP Location

2100 MCKINNEY AVE
SUITE 1800
DALLAS, Texas
UNITED STATES, 75201

CARLSON CAPITAL LP Contact Information

Phone Number: 214-932-9600
Fax Number: 214-932-9712
Website:

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