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 09/30/19. The fund's latest filing disclosed 123MM in positions, representing 3% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/19. The fund's latest filing disclosed 123MM in positions, representing 3% of the manager's regulatory AUM.
MARCATO CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARCATO CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IAC | 70.37% | Tech | 26.49% | 5.48% | 0 | 11% | ||
| TEX | 27.54% | Industrials | 8.28% | -1.02% | 1 | 4% | ||
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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...
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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...
Unlock Full Investment Process Description
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
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