OMEGA ADVISORS Overview
Omega Advisors is a hedge fund that manages 11.2 BN dollars in regulatory AUM and has 44 employees, of which 23 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 2BN in positions, representing 21% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 2BN in positions, representing 21% of the manager's regulatory AUM.
OMEGA ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OMEGA ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UAL | 10.1% | Industrials | 5.11% | 1.58% | 1 | 11% | ||
| AMCX | 7.13% | Cons. Disc. | -11.1% | -0.03% | 2 | 4% | ||
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FEATURED IN
OMEGA ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Leon G. Cooperman | Chief Executive Officer And President | August-1991 |
| Steven G. Einhorn | Vice Chairman | May-1999 |
| Susan J. Leong | Chief Compliance Officer | September-2005 |
| Edward Levy | Chief Financial Officer | March-2006 |
| David N. Bloom | Chief Operating Officer | June-2013 |
OMEGA ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
OMEGA ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Describe the methods of analysis and investment strategies
Omega’s principal investment strategy is long/short equity, generally with a long side bias. Omega is a value investor, driven by deep fundamental research. Its principal focus is on U.S. equity securities, with more limited investments in equity securities of developed European countries and Japan. In addition, on an opportunistic basis, the Firm makes limited investments in fixed income securities of issuers of the U.S. and developed economy and emerging market countries and occasional investments in non-U.S. developed and emerging market country issuers, currencies and equity indices. See below for further details of Omega’s credit strategy, which is implemented through the Credit Fund.
Omega’s investment time horizon for any portfolio company is generally 12 months or longer. Omega’s main focus is investing in lar...
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A. Describe the methods of analysis and investment strategies
Omega’s principal investment strategy is long/short equity, generally with a long side bias. Omega is a value investor, driven by deep fundamental research. Its principal focus is on U.S. equity securities, with more limited investments in equity securities of developed European countries and Japan. In addition, on an opportunistic basis, the Firm makes limited investments in fixed income securities of issuers of the U.S. and developed economy and emerging market countries and occasional investments in non-U.S. developed and emerging market country issuers, currencies and equity indices. See below for further details of Omega’s credit strategy, which is implemented through the Credit Fund.
Omega’s investment time horizon for any portfolio company is generally 12 months or longer. Omega’s main focus is investing in lar...
Unlock Full Investment Process Description
OMEGA ADVISORS Portfolio Concentration
OMEGA ADVISORS Location
810 SEVENTH AVENUE, 33RD FL
NEW YORK, New York
UNITED STATES, 10019
NEW YORK, New York
UNITED STATES, 10019
OMEGA ADVISORS Contact Information
Phone Number: 212-495-5200
Fax Number: 212-495-5236
Website: https://www.omega-advisors.com/
Fax Number: 212-495-5236
Website: https://www.omega-advisors.com/
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