OVERLAND ADVISORS LLC Overview

Overland Advisors Llc is a hedge fund that manages 3.5 BN dollars in regulatory AUM and has 28 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/12 to 09/30/16. The fund's latest filing disclosed 863MM in positions, representing 25% of the manager's regulatory AUM.

OVERLAND ADVISORS LLC StockAlpha

-2.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OVERLAND ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 8.3% Cons. Staples -8.09% -0.23% 0 24%
LNKD 7.74% Tech 2.19% 0.37% 0 14%
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FEATURED IN
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OVERLAND ADVISORS LLC Founders and Key Employees

Name Title In Position Since
Gordon C. Holterman Chief Executive Officer/Director January-2010
Derek Dunn Chief Investment Officer/Director January-2010
Natasha Salins Chief Compliance Officer January-2010
Chen Susan Chief Financial Officer May-2012
Peter M. Sterling Chief Operating Officer/Treasurer March-2013

OVERLAND ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
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Auditor Pro
Auditor Pro
Custodian Pro
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Custodian Pro
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Prime Broker Pro
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OVERLAND ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



The Firm may invest in any part of a firm’s capital structure, or any derivative thereof, including equity securities, corporate fixed-income securities, convertible bonds, syndicated bank loans, stocks, stock options, credit default swaps, credit default tranches, and other derivative instruments. Investments in U.S. government securities, index options, non-U.S. currencies, interest rate swaps, futures, non-fixed income securities, commodities, and other assets may also be part of the portfolio. There are no absolute restrictions on the types of investments or investment strategies that the Firm may employ, although Overland currently intends to focus primarily on relative value strategies.

Overland’s security analysis methods include charting, fundamental, technical and cyclical. The investment strategies used to implement any investment advice given to clients include margin transactions,...
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OVERLAND ADVISORS LLC Portfolio Concentration

OVERLAND ADVISORS LLC Location

601 GATEWAY BOULEVARD
SUITE 1050
SOUTH SAN FRANCISCO, California
UNITED STATES, 94080

OVERLAND ADVISORS LLC Contact Information

Phone Number: 650-989-2800
Fax Number: 650-989-2797
Website:

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