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 06/30/20. The fund's latest filing disclosed 561MM in positions, representing 161% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 06/30/20. The fund's latest filing disclosed 561MM in positions, representing 161% of the manager's regulatory AUM.
CSAT INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CSAT INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BAR | 13.66% | Financials | 4.34% | 0.56% | 12 | 2% | ||
| VTI | 11.4% | ETF | 5.18% | 0.01% | 0 | 9% | ||
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FEATURED IN
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 ...
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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 ...
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CSAT INVESTMENT Portfolio Concentration
CSAT INVESTMENT Location
71 ARCH STREET
FIRST FLOOR
GREENWICH, Connecticut
UNITED STATES, 06830
FIRST FLOOR
GREENWICH, Connecticut
UNITED STATES, 06830
CSAT INVESTMENT Contact Information
Phone Number: 203-340-9732
Fax Number: 203-340-9734
Website: http://www.csatfund.com/
Fax Number: 203-340-9734
Website: http://www.csatfund.com/
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