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 03/31/17. The fund's latest filing disclosed 842MM in positions, representing 93% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/17. The fund's latest filing disclosed 842MM in positions, representing 93% of the manager's regulatory AUM.
LOCUST WOOD CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LOCUST WOOD CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SU | 7.25% | Energy | 2.89% | 0.57% | 0 | 8% | ||
| LVNTA | 5.01% | Cons. Disc. | 24.98% | 1.04% | 1 | 9% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
LOCUST WOOD CAPITAL Portfolio Concentration
LOCUST WOOD CAPITAL Location
1540 BROADWAY
SUITE 1510
NEW YORK, New York
UNITED STATES, 10036-4039
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: http://www.locustwood.com
Fax Number: 212-354-5436
Website: http://www.locustwood.com
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