SANDLER O'NEILL ASSET Overview
Sandler O'neill Asset Mgmt Llc is a hedge fund that manages 1.4 BN dollars in regulatory AUM and has 25 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 641MM in positions, representing 46% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 641MM in positions, representing 46% of the manager's regulatory AUM.
SANDLER O'NEILL ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SANDLER O'NEILL ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LEN.B | 3.29% | Cons. Disc. | 6.37% | 0.22% | 7 | 5% | ||
| MS | 3.25% | Financials | 15.03% | 0.06% | 0 | 16% | ||
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FEATURED IN
SANDLER O'NEILL ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Terry A. Maltese | President, Managing Member | August-1996 |
| Joseph A. Hall | Senior Managing Director, Member | May-2014 |
| Jason B. Craig | Chief Compliance Officer, Member | April-2010 |
| Scott A. Kucsma | Chief Financial Officer, Member | January-2005 |
| Gerard M. Cronin | Senior Managing Director, Member | May-2014 |
SANDLER O'NEILL ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
SANDLER O'NEILL ASSET 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 primarily uses fundamental research and analysis in making investment decisions. As part of its fundamental analysis, it creates earnings models for many companies, conducts extensive due diligence and makes qualitative assessments. In addition, from time to time the Adviser will also use various technical analytical tools and approaches as part of its portfolio management. The Funds invest in companies primarily in the financial services industry, predominantly in U.S. publicly- traded securities of bank holding companies, banks, thrift institutions, insurance companies and other financial companies, including, but not limited to, finance companies, mortgage companies, asset managers and credit card companies, as further described in the applicable Fund’s offering memorandum. Alth...
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The Adviser utilizes a variety of methods and strategies to make investment decisions and recommendations. The Adviser primarily uses fundamental research and analysis in making investment decisions. As part of its fundamental analysis, it creates earnings models for many companies, conducts extensive due diligence and makes qualitative assessments. In addition, from time to time the Adviser will also use various technical analytical tools and approaches as part of its portfolio management. The Funds invest in companies primarily in the financial services industry, predominantly in U.S. publicly- traded securities of bank holding companies, banks, thrift institutions, insurance companies and other financial companies, including, but not limited to, finance companies, mortgage companies, asset managers and credit card companies, as further described in the applicable Fund’s offering memorandum. Alth...
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SANDLER O'NEILL ASSET Portfolio Concentration
SANDLER O'NEILL ASSET Location
150 EAST 52ND STREET
30TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
30TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
SANDLER O'NEILL ASSET Contact Information
Phone Number: 212-486-7300
Fax Number: 212-486-7580
Website: https://www.maltesecap.com
Fax Number: 212-486-7580
Website: https://www.maltesecap.com
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