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 03/31/17. The fund's latest filing disclosed 36MM in positions, representing 8% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 03/31/17. The fund's latest filing disclosed 36MM in positions, representing 8% of the manager's regulatory AUM.
CAZ INVESTMENTS LP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAZ INVESTMENTS LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JNJ | 5.43% | Health | 9.36% | 0.14% | 0 | 35% | ||
| PG | 5.32% | Cons. Staples | 0.15% | -0.08% | 0 | 26% | ||
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FEATURED IN
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
SUITE 2000
HOUSTON, Texas
UNITED STATES, 77056
CAZ INVESTMENTS LP Contact Information
Phone Number: 713-403-8250
Fax Number: 713-403-8251
Website: http://www.cazinvestments.com
Fax Number: 713-403-8251
Website: http://www.cazinvestments.com
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