ECHO STREET CAPITAL Overview
Echo Street Capital Mgmt Llc is a hedge fund that manages 2.5 BN dollars in regulatory AUM and has 10 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 09/30/21. The fund's latest filing disclosed 10BN in positions, representing 422% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/21. The fund's latest filing disclosed 10BN in positions, representing 422% of the manager's regulatory AUM.
ECHO STREET CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ECHO STREET CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.35% | Tech | 8.83% | -0.52% | 0 | 55% | ||
| SPY | 3% | ETF | 15.54% | 0% | 0 | 27% | ||
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FEATURED IN
ECHO STREET CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gregory B. Poole | Managing Member | February-2002 |
| David M. Elias | Chief Compliance Officer | November-2004 |
ECHO STREET CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
ECHO STREET CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Echo Street utilizes a variety of methods and strategies to make investment decisions and recommendations. Analysis is primarily based on fundamental research, but that may be augmented by charting and cyclical analysis as well as the use of quantitative tools and investment approaches. Echo Street’s analysis focuses on valuation and value creation and seeks to understand what a company is worth as well as what it is worth relative to other investment opportunities.
The underlying thesis for a position or idea is generally supported by at least one of many investment strategies that the Hedge Fund Clients and Managed Account Clients employ. These strategies include:
Fundamental Value. Echo Street engages in a fundamental value investment strategy wherein Echo Street attempts to invest in asset‐oriented securities it believes are undervalued by the market.
Short Selling. Echo Street e...
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Echo Street utilizes a variety of methods and strategies to make investment decisions and recommendations. Analysis is primarily based on fundamental research, but that may be augmented by charting and cyclical analysis as well as the use of quantitative tools and investment approaches. Echo Street’s analysis focuses on valuation and value creation and seeks to understand what a company is worth as well as what it is worth relative to other investment opportunities.
The underlying thesis for a position or idea is generally supported by at least one of many investment strategies that the Hedge Fund Clients and Managed Account Clients employ. These strategies include:
Fundamental Value. Echo Street engages in a fundamental value investment strategy wherein Echo Street attempts to invest in asset‐oriented securities it believes are undervalued by the market.
Short Selling. Echo Street e...
Unlock Full Investment Process Description
ECHO STREET CAPITAL Portfolio Concentration
ECHO STREET CAPITAL Location
375 PARK AVENUE
SUITE 3704
NEW YORK, New York
UNITED STATES, 10152
SUITE 3704
NEW YORK, New York
UNITED STATES, 10152
ECHO STREET CAPITAL Contact Information
Phone Number: 212 647 8126
Fax Number: 212 647 8189
Website: http://www.echostreetcapital.com
Fax Number: 212 647 8189
Website: http://www.echostreetcapital.com
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