CAZ INVESTMENTS LP Overview

Caz Investments Lp is an investment advisor that manages 463.6 MM dollars in regulatory AUM and has 16 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 35MM in positions, representing 8% of the manager's regulatory AUM.

CAZ INVESTMENTS LP StockAlpha

-2%
Top 25%
3yr StockAlpha Register for more...

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

CAZ INVESTMENTS LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 5.48% Cons. Staples -7.48% -0.15% 0 24%
KO 5.39% Cons. Staples -3.83% 0.04% 0 27%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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CAZ INVESTMENTS LP Founders and Key Employees

Name Title In Position Since
Christopher A. Zook Limited Partner/Chairman/Chief Investment Officer August-2001
Michael A. Meagher Executive Vice President October-2004
Aimee B. Mccrory Executive Vice President April-2004
Isaiah L. Massey Chief Compliance Officer/Chief Financial Officer June-2014
Marc J. Sharpe Managing Director July-2013
Jay W. Vanert Managing Director June-2013

CAZ INVESTMENTS LP Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

CAZ INVESTMENTS LP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss .....................................12

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CAZ INVESTMENTS LP Portfolio Concentration

CAZ INVESTMENTS LP Location

ONE RIVERWAY
SUITE 2000
HOUSTON, Texas
UNITED STATES, 77056

CAZ INVESTMENTS LP Contact Information

Phone Number: 713-403-8250
Fax Number: 713-403-8251
Website:

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