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 09/30/18. The fund's latest filing disclosed 125MM in positions, representing 22% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/07 to 09/30/18. The fund's latest filing disclosed 125MM in positions, representing 22% of the manager's regulatory AUM.
TRAFELET BROKAW StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TRAFELET BROKAW Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GLNG | 27.9% | Energy | -8.02% | 2.12% | 1 | 6% | ||
| GTT | 25.16% | Utilities | -20.24% | -5.48% | 1 | 2% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
TRAFELET BROKAW Portfolio Concentration
TRAFELET BROKAW Location
410 PARK AVENUE
17TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
17TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
TRAFELET BROKAW Contact Information
Phone Number: 212-201-7800
Fax Number: 212-201-7801
Website: http://www.trafelet.com/
Fax Number: 212-201-7801
Website: http://www.trafelet.com/
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