TRAFELET BROKAW Overview

Trafelet Brokaw Capital Management L.p. is an investment advisor that manages 578.1 MM dollars in regulatory AUM and has 12 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/07 to 09/30/16. The fund's latest filing disclosed 132MM in positions, representing 23% of the manager's regulatory AUM.

TRAFELET BROKAW StockAlpha

-5.7%
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

TRAFELET BROKAW Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ANW 18.47% Industrials 11.21% 0.62% 5 4%
AAOI 17.27% Tech 5.34% 1.41% 1 4%
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FEATURED IN
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TRAFELET BROKAW Founders and Key Employees

Name Title In Position Since
Remy W. Trafelet Limited Partner November-2000
Hume R. Steyer Trustee Of The 734 2003 Trust September-2003
George R. Brokaw Chief Compliance Officer February-2014
Neal Fasone Chief Financial Officer June-2014

TRAFELET BROKAW Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

TRAFELET BROKAW Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

The Adviser utilizes a variety of methods and strategies to make investment decisions for the Clients. The Adviser has considerable discretion with respect to the investment strategies and choices for the Clients.

The Adviser seeks to preserve capital through investments, both long and short, primarily in publicly traded equity securities. The Adviser seeks to maximize after-tax capital appreciation.

The Adviser will seek to achieve capital appreciation from both the long and short sides of the Clients’ portfolios and will short equity securities both to hedge long positions and as long-term investment positions. The Adviser will aim to take a similar stance on long positions, i.e., they are to be treated as both long-term investments and, at times, hedges for short positions. While the Adviser may employ equity index options to manage exposure...
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TRAFELET BROKAW Portfolio Concentration

TRAFELET BROKAW Location

410 PARK AVENUE
17TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

TRAFELET BROKAW Contact Information

Phone Number: 212-201-7800
Fax Number: 212-201-7801
Website:

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