LOCUST WOOD CAPITAL Overview

Locust Wood Capital Advisers Ll is a hedge fund that manages 906.3 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 867MM in positions, representing 96% of the manager's regulatory AUM.

LOCUST WOOD CAPITAL StockAlpha

-0.9%
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

LOCUST WOOD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SU 8.75% Energy 18.27% 0.85% 0 7%
LVNTA 5.94% Cons. Disc. -1.58% -0.41% 1 9%
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FEATURED IN
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LOCUST WOOD CAPITAL Founders and Key Employees

Name Title In Position Since
Stephen J. Errico Chief Investment Officer Of Registrant June-2002
Paul M. Morris Chief Operating Officer/Chief Compliance Officer January-2007
Stephen J. Errico Managing Member Of Locust Wood Capital Management, Llc June-2002
Stephen J. Errico Trustee Of The Sje 2012 Family Trust, Member Of Locust Wood Capital Management Llc December-2012
Robert L. Errico Trustee Of The Sje 2012 Family Trust, Member Of Locust Wood Capital Management Llc December-2012
Stephen J. Errico Managing Member Of Locust Wood Select Gp, Llc December-2012
Robert L. Errico Trustee Of The Stephen J. Errico Trust Dtd 7/1/2004 Fbo John Michael Errico, Member Of Locust Wood Select Gp, Llc December-2012
Robert L. Errico Trustee Of The Stephen J. Errico Trust Dtd 7/1/2004 Fbo Emily Elizabeth Errico, Member Of Locust Wood Select Gp, Llc December-2012
Robert L. Errico Trustee Of The Stephen J. Errico Trust Dtd 7/1/2004 Fbo Caroline Marie Errico, Member Of Locust Wood Select Gp, Llc December-2012
Robert L. Errico Trustee Of The Stephen J. Errico Trust Dtd 7/1/2004 Fbo Robert Peter Errico, Member Of Locust Wood Select Gp, Llc December-2012

LOCUST WOOD CAPITAL Brokers, Custodians, Auditors and Administrators

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

LOCUST WOOD CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies Generally

Locust Wood seeks to follow a predominately value-based investment philosophy. The investment process employed by Locust Wood focuses on finding undervalued businesses in the public markets. Locust Wood believes that the volatility in these markets, caused by participants seeking short term results, creates excellent opportunities for investors with a longer term time horizon. Locust Wood’s investment ideas come from a variety of sources, including financial publications, a network of investment professionals that the principal of Locust Wood has established during more than 17 years of experience on Wall Street, SEC documents and public filings, and company conferences, visits and webcasts. Locust Wood seeks to identify factors that are anticipated to cause an improvement in a company’s outlook, and subsequently its share price. Such...
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LOCUST WOOD CAPITAL Portfolio Concentration

LOCUST WOOD CAPITAL Location

1540 BROADWAY
SUITE 1510
NEW YORK, New York
UNITED STATES, 10036-4039

LOCUST WOOD CAPITAL Contact Information

Phone Number: 212-354-5404
Fax Number: 212-354-5436
Website:

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