IRIDIAN ASSET Overview

Iridian Asset Management Llc is a hedge fund that manages 15 BN dollars in regulatory AUM and has 46 employees, of which 22 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 11BN in positions, representing 76% of the manager's regulatory AUM.

IRIDIAN ASSET StockAlpha

-2%
Top 25%
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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

IRIDIAN ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HPE 4.48% Tech 8.75% 0.36% 1 14%
SEE 4.1% Materials 4.06% -0.09% 5 13%
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FEATURED IN
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IRIDIAN ASSET Founders and Key Employees

Name Title In Position Since
David L. Cohen Co-President And Co-Chief Executive Officer; Co-Chief Investment Officer November-1995
Harold J. Levy Co-President And Co-Chief Executive Officer; Co-Chief Investment Officer November-1995
Jeffrey M. Elliott Chief Financial Officer, Chief Operating Officer And Secretary November-1995
Lane S. Bucklan General Counsel; Chief Compliance Officer; Chief Administrative Officer March-2003

IRIDIAN ASSET Brokers, Custodians, Auditors and Administrators

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

IRIDIAN ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



In this section, we discuss generally the investment philosophy and process we employ,
and the material risks of investing, in our various portfolios and products.

Mid-Cap Equity Portfolios/U.S. Equity Portfolios (together “Mid-Cap”), US Strategic
Low Volatility Equity Portfolios (“Low Volatility”) and US Focused Equity Portfolio
(“Focused Equity”)


“Mid-Cap Equity” is the name of the strategy used within the U.S. Outside of the U.S. the strategy is referred to simply as “U.S. Equity.”

Philosophy

Investing in “corporate change” is the cornerstone of Iridian’s Mid-Cap, Low Volatility and Focused Equity investment philosophy. We believe that while markets are generally efficient in determining value, they regularly fail to discount the long-term strategic and investment implications of dramatic structural change in a company or indu...
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IRIDIAN ASSET Portfolio Concentration

IRIDIAN ASSET Location

276 POST RD WEST
WESTPORT, Connecticut
UNITED STATES, 06880-4704

IRIDIAN ASSET Contact Information

Phone Number: 203-341-9000
Fax Number: 203-341-7801
Website:

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