OTTER CREEK ADVISORS Overview
Otter Creek Advisors Llc is an investment advisor that manages 105.9 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/15 to 09/30/19. The fund's latest filing disclosed 102MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/15 to 09/30/19. The fund's latest filing disclosed 102MM in positions, representing 96% of the manager's regulatory AUM.
OTTER CREEK ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OTTER CREEK ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ZBH | 6.72% | Health | 9% | -0.55% | 0 | 14% | ||
| LHX | 6.62% | Tech | 5.53% | -0.48% | 0 | 18% | ||
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FEATURED IN
OTTER CREEK ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Roger K. Long | Manager | October-2014 |
| Michael J. Winter | Manager | October-2014 |
| Tyler C. Walling | Manager | October-2014 |
| Joseph W. O'Neill Jr. | Chief Compliance Officer | October-2014 |
| Gordon T. Williams | Manager | October-2014 |
OTTER CREEK ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
OTTER CREEK ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We seek long-term capital appreciation and employ a long/short investment strategy in an attempt to manage risk. We take long positions in securities we believe to be undervalued and short positions in securities which we believe to be overvalued.
Mutual Fund Investors and prospective investors should refer to the Mutual Fund's prospectus for a description of methods of analysis, investment strategies and risk of loss associated with investing in the Mutual Fund.
6
©2012 National Compliance Services 800-800-3204
For separate accounts, we may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and...
Unlock Full Investment Process Description
We seek long-term capital appreciation and employ a long/short investment strategy in an attempt to manage risk. We take long positions in securities we believe to be undervalued and short positions in securities which we believe to be overvalued.
Mutual Fund Investors and prospective investors should refer to the Mutual Fund's prospectus for a description of methods of analysis, investment strategies and risk of loss associated with investing in the Mutual Fund.
6
©2012 National Compliance Services 800-800-3204
For separate accounts, we may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and...
Unlock Full Investment Process Description
OTTER CREEK ADVISORS Portfolio Concentration
OTTER CREEK ADVISORS Location
222 LAKEVIEW AVENUE
SUITE 1100
WEST PALM BEACH, Florida
UNITED STATES, 33401
SUITE 1100
WEST PALM BEACH, Florida
UNITED STATES, 33401
OTTER CREEK ADVISORS Contact Information
Phone Number: 561-832-4110
Fax Number: 561-655-6902
Website: null
Fax Number: 561-655-6902
Website: null
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