KARPAS STRATEGIES LLC Overview

Karpas Strategies Llc is an investment advisor that manages 264.3 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 204MM in positions, representing 77% of the manager's regulatory AUM.

KARPAS STRATEGIES LLC StockAlpha

-1.4%
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

KARPAS STRATEGIES LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 8.03% Health -4.31% -0.07% 0 34%
MMP 5.49% Energy 2.05% -0.29% 0 8%
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FEATURED IN
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KARPAS STRATEGIES LLC Founders and Key Employees

Name Title In Position Since
Matthew P. Karpas Managing Member & Chief Compliance Officer August-1999

KARPAS STRATEGIES LLC Brokers, Custodians, Auditors and Administrators

Type Company

KARPAS STRATEGIES LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Karpas Strategies may utilize the following methods of security analysis:

 Fundamental – (A method of evaluating a company or security that entails attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors)

Karpas Strategies may utilize the following investment strategies when implementing investment advice given to clients:

 Long-Term Purchases (securities held at least a year)
 Short-Term Purchases (securities sold within a year)

Please Note: Investment Risk Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Karpas Strategies) will be profitable or equal any specific performance lev...
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KARPAS STRATEGIES LLC Portfolio Concentration

KARPAS STRATEGIES LLC Location

488 MADISON AVENUE
17TH FLOOR
NEW YORK, New York
UNITED STATES, 10022-5702

KARPAS STRATEGIES LLC Contact Information

Phone Number: 212-223-7280
Fax Number: 212-223-4098
Website:

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