KELSO & COMPANY L.P. Overview

Kelso & Company L.p. is an investment advisor that manages 7.9 BN dollars in regulatory AUM and has 34 employees, of which 27 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 300MM in positions, representing 4% of the manager's regulatory AUM.

KELSO & COMPANY L.P. StockAlpha

-22.2%
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

KELSO & COMPANY L.P. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TPRE 100% Financials -2.08% -20.55% 84 2%
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KELSO & COMPANY L.P. Founders and Key Employees

Name Title In Position Since
James J. Connors Limited Partner, Managing Director, Chief Compliance Officer And General Counsel December-2011
Philip E. Berney Limited Partner, Managing Director And President January-2014
Frank J. Loverro Limited Partner And Managing Director January-2014
Anna L. Alexander Limited Partner And Managing Director January-2014
Frank K. Bynum Limited Partner And Managing Director January-2014
Christopher L. Collins Limited Partner And Managing Director January-2014
John K. Kim Limited Partner And Managing Director March-2014
Howard A. Matlin Limited Partner, Managing Director And Chief Financial Officer January-2014
Church M. Moore Limited Partner And Managing Director January-2014
Stanley D. Osborne Limited Partner And Managing Director January-2014
David I. Wahrhaftig Limited Partner And Managing Director January-2014
Henry Mannix Limited Partner And Managing Director January-2015
Frank T. Nickell Managing Director And Chief Executive Officer September-1997
George E. Matelich Managing Director January-2014
Thomas R. Wall Managing Director January-2014
Michael B. Goldberg Managing Director January-2014

KELSO & COMPANY L.P. Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Prime Broker Pro

KELSO & COMPANY L.P. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

The investment strategy of the Funds is to realize significant long-term capital gains by investing in equity, equity-related and other securities and obligations of entities (a) formed to effect, or that are the subject of, leveraged buy-out transactions, (b) that are being recapitalized or (c) that require capital for operations or business expansion. The Funds primarily pursue investment opportunities in growing middle-market companies across a broad range of industries.

The Adviser typically obtains information with respect to potential portfolio companies from management teams, commercial and investment bankers, attorneys, accountants, appraisal firms, consultants and other advisors and intermediaries of such companies. The Adviser utilizes carefully designed and rigorous due diligence procedures to identify and quantify the prod...
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KELSO & COMPANY L.P. Portfolio Concentration

KELSO & COMPANY L.P. Location

320 PARK AVENUE
24TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

KELSO & COMPANY L.P. Contact Information

Phone Number: 212-751-3939
Fax Number: 212-223-2379
Website:

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