STELLIAM INVESTMENT Overview
Stelliam Investment Managment L is a hedge fund that manages 5.3 BN dollars in regulatory AUM and has 21 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 06/30/19. The fund's latest filing disclosed 371MM in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 06/30/19. The fund's latest filing disclosed 371MM in positions, representing 7% of the manager's regulatory AUM.
STELLIAM INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STELLIAM INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| COG | 69.78% | Energy | -19.92% | -12.35% | 1 | 8% | ||
| DAL | 8.37% | Industrials | 3.29% | 0.11% | 0 | 17% | ||
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FEATURED IN
STELLIAM INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ross S. Margolies | Limited Partner/Managing Member Of Stelliam Gp Llc | September-2006 |
| Patricia A. Margolies | Margolies 2006 Trust For The Fbo Issue | February-2007 |
| Gregg L. Kudisch | Chief Financial Officer | April-2007 |
| Leon B. Hirth | General Counsel/Chief Compliance Officer | September-2013 |
| Andrew D. Rosson | Chief Administrative Officer | July-2013 |
STELLIAM INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
STELLIAM INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We tailor our advice to our clients based on each client’s investment objective. We generally have flexibility with respect to the types of securities or other instruments used in pursuing our clients’ trading strategies, although we primarily invest in equities and equity-related securities and derivative instruments on those securities. For our long/short strategy clients, we use a fundamentally driven equity strategy that maintains net long exposure and opportunistically invests across capital structures, market capitalizations, and investment styles. For our long-only client, we maintain long positions that are modeled after the long positions in our long/short client’s portfolio. As a result, our long-only client is expected to hold long positions that are similar to those maintained by our long/short clients.
We use a fundamental research approach to evaluate the operating and financial prosp...
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We tailor our advice to our clients based on each client’s investment objective. We generally have flexibility with respect to the types of securities or other instruments used in pursuing our clients’ trading strategies, although we primarily invest in equities and equity-related securities and derivative instruments on those securities. For our long/short strategy clients, we use a fundamentally driven equity strategy that maintains net long exposure and opportunistically invests across capital structures, market capitalizations, and investment styles. For our long-only client, we maintain long positions that are modeled after the long positions in our long/short client’s portfolio. As a result, our long-only client is expected to hold long positions that are similar to those maintained by our long/short clients.
We use a fundamental research approach to evaluate the operating and financial prosp...
Unlock Full Investment Process Description
STELLIAM INVESTMENT Portfolio Concentration
STELLIAM INVESTMENT Location
12 EAST 49TH STREET
22ND FLOOR
NEW YORK, New York
UNITED STATES, 10017
22ND FLOOR
NEW YORK, New York
UNITED STATES, 10017
STELLIAM INVESTMENT Contact Information
Phone Number: 212-490-6700
Fax Number: 212-490-6777
Website: http://www.stelliam.com/
Fax Number: 212-490-6777
Website: http://www.stelliam.com/
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