VISTA EQUITY PARTNERS Overview
Vista Equity Partners Management Llc is an investment advisor that manages 15.8 BN dollars in regulatory AUM and has 106 employees, of which 56 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 06/30/17. The fund's latest filing disclosed 243MM in positions, representing 2% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/30/17. The fund's latest filing disclosed 243MM in positions, representing 2% of the manager's regulatory AUM.
VISTA EQUITY PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VISTA EQUITY PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| INST | 10.05% | Tech | 15.93% | 0.92% | 2 | 3% | ||
| HMHC | 8.98% | Cons. Disc. | -15.85% | -1.6% | 1 | 6% | ||
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FEATURED IN
VISTA EQUITY PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert F. Smith | Chairman And Chief Executive Officer | October-2010 |
| Brian N. Sheth | President | October-2010 |
| John R. Warnken-Brill | Chief Financial Officer | September-2006 |
| James M. Ford | President Of Credit And Public Equity | February-2015 |
| Christina S. Lema | General Counsel | February-2012 |
| David A. Breach | Chief Operating Officer And Chief Legal Officer | April-2015 |
| Gwen G. Reinke | Chief Compliance Officer | January-2015 |
VISTA EQUITY PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
VISTA EQUITY PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
Equity Funds
Vista invests equity and (where permitted by Governing Documents) debt interests of private portfolio companies on behalf of the Equity Funds it manages. Vista invests in different structures
13
such as leveraged buyouts and take-private transactions as well as recapitalizations, private investment in public equity, carve-outs and general buyouts. While Vista prefers to obtain control of its investments through majority ownership, it does invest in minority equity positions in growth companies. The unifying theme across Vista’s various investment structures is the ability to seek to influence the outcome of the investment through the application of its proprietary set of VSOPs.
Vista uses a proprietary process to evaluate potential investment opportunities, structure and execute transactions, ...
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Methods of Analysis and Investment Strategies
Equity Funds
Vista invests equity and (where permitted by Governing Documents) debt interests of private portfolio companies on behalf of the Equity Funds it manages. Vista invests in different structures
13
such as leveraged buyouts and take-private transactions as well as recapitalizations, private investment in public equity, carve-outs and general buyouts. While Vista prefers to obtain control of its investments through majority ownership, it does invest in minority equity positions in growth companies. The unifying theme across Vista’s various investment structures is the ability to seek to influence the outcome of the investment through the application of its proprietary set of VSOPs.
Vista uses a proprietary process to evaluate potential investment opportunities, structure and execute transactions, ...
Unlock Full Investment Process Description
VISTA EQUITY PARTNERS Portfolio Concentration
VISTA EQUITY PARTNERS Location
FOUR EMBARCADERO CENTER
20TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111
20TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111
VISTA EQUITY PARTNERS Contact Information
Phone Number: 415-765-6500
Fax Number: 415-765-6666
Website: http://www.vistacreditopportunities.com
Fax Number: 415-765-6666
Website: http://www.vistacreditopportunities.com
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