MARCATO CAPITAL Overview
Marcato Capital Management Llc is a hedge fund that manages 3.8 BN dollars in regulatory AUM and has 17 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 03/31/18. The fund's latest filing disclosed 631MM in positions, representing 16% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 03/31/18. The fund's latest filing disclosed 631MM in positions, representing 16% of the manager's regulatory AUM.
MARCATO CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
MARCATO CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IAC | 23.39% | Tech | 4.99% | -1.4% | 1 | 7% | ||
| TEX | 17.14% | Industrials | 15.54% | 2.62% | 2 | 3% | ||
|
Get the Full Report |
||||||||
FEATURED IN
MARCATO CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard T. Mcguire | Managing Partner | October-2009 |
| James D. Lindberg | Chief Financial Officer | April-2014 |
| Jason B. Breeding | Chief Compliance Officer | April-2015 |
| Neil S. Bhatia | Chief Compliance Officer | September-2013 |
MARCATO CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
MARCATO CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Adviser utilizes a variety of methods and strategies to make investment decisions and recommendations. The Adviser will seek to achieve its investment objective through a patient, value- oriented investment strategy that emphasizes fundamental analysis and extensive research in the selection of a limited number of investment opportunities deemed to be uniquely attractive.
The Adviser employs the following investment strategies:
Buy and Hold. The Adviser engages in a buy and hold investment strategy wherein the Adviser buys securities and holds them for a relatively longer period of time, regardless of short-term factors such as fluctuations in the market or volatility of the stock price.
Equity. The Adviser uses equity-related instruments in its investment program. Certain options and other equity- related instruments may involve significant economic leverage and may be subject to va...
Get the Full Report
The Adviser utilizes a variety of methods and strategies to make investment decisions and recommendations. The Adviser will seek to achieve its investment objective through a patient, value- oriented investment strategy that emphasizes fundamental analysis and extensive research in the selection of a limited number of investment opportunities deemed to be uniquely attractive.
The Adviser employs the following investment strategies:
Buy and Hold. The Adviser engages in a buy and hold investment strategy wherein the Adviser buys securities and holds them for a relatively longer period of time, regardless of short-term factors such as fluctuations in the market or volatility of the stock price.
Equity. The Adviser uses equity-related instruments in its investment program. Certain options and other equity- related instruments may involve significant economic leverage and may be subject to va...
Get the Full Report
MARCATO CAPITAL Portfolio Concentration
MARCATO CAPITAL Location
1 MONTGOMERY STREET
SUITE 3250
SAN FRANCISCO, California
UNITED STATES, 94104
SUITE 3250
SAN FRANCISCO, California
UNITED STATES, 94104
MARCATO CAPITAL Contact Information
Phone Number: 415-796-6350
Fax Number: 415-796-6388
Website: http://www.marcatocapitalmanagement.com
Fax Number: 415-796-6388
Website: http://www.marcatocapitalmanagement.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
