CSAT INVESTMENT Overview

Csat Investment Advisory Lp is a hedge fund that manages 348.9 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 27MM in positions, representing 8% of the manager's regulatory AUM.

CSAT INVESTMENT StockAlpha

+0.4%
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

CSAT INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CAG 6.41% Cons. Staples 1.15% 0.39% 0 13%
COST 6.26% Cons. Staples 0.03% 0.3% 0 22%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CSAT INVESTMENT Founders and Key Employees

Name Title In Position Since
Claes G. Fornell Limited Partner, Chairman And Founding Partner June-2006
John F. Cattier Limited Partner, Principal And Founding Partner June-2006
David N. Lee Limited Partner, Managing Director & Chief Compliance Officer January-2010
Thomas D. Kratky Limited Partner, Managing Director January-2010
Claes G. Fornell Director Of Relying Adviser June-2006
John F. Cattier Director Of Relying Adviser June-2006
Thomas D. Kratky Director Of Relying Adviser January-2010
David N. Lee Director Of Relying Adviser January-2010

CSAT INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

CSAT INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

As a general matter, CSat utilizes the methods of analysis and investment strategies described in the Fund offering and governing documents provided to all Investors prior to the time of an investment. The information contained herein is a summary only and Investors should refer to the Fund offering and governing documents for a complete overview of CSat’s methods of analysis and investment strategies.

The Master Funds employ strategies designed to generate above-market returns. CSat will actively manage the Master Funds’ holdings with a goal of maintaining a low correlation to the movements of the U.S. equity market. The Master Funds seek to minimize overall U.S. equity market risk by making investments in a diversified long and short portfolio of equities, including exchange-traded funds (“ETFs”), futures contracts and ADRs traded on the major U.S. stock exchanges. The Master ...
Unlock Full Investment Process Description

CSAT INVESTMENT Portfolio Concentration

CSAT INVESTMENT Location

71 ARCH STREET
FIRST FLOOR
GREENWICH, Connecticut
UNITED STATES, 06830

CSAT INVESTMENT Contact Information

Phone Number: 203-340-9732
Fax Number: 203-340-9734
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A