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 03/31/18. The fund's latest filing disclosed 11BN in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/18. The fund's latest filing disclosed 11BN in positions, representing 74% of the manager's regulatory AUM.
IRIDIAN ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
IRIDIAN ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| WDC | 4.96% | Tech | 5.05% | -1.63% | 1 | 13% | ||
| TSN | 3.86% | Cons. Staples | 11.73% | 0.69% | 2 | 12% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
IRIDIAN ASSET Portfolio Concentration
IRIDIAN ASSET Location
276 POST RD WEST
WESTPORT, Connecticut
UNITED STATES, 06880-4704
WESTPORT, Connecticut
UNITED STATES, 06880-4704
IRIDIAN ASSET Contact Information
Phone Number: 203-341-9000
Fax Number: 203-341-7801
Website: http://www.iridian.com
Fax Number: 203-341-7801
Website: http://www.iridian.com
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