WHITE ELM CAPITAL LLC Overview

White Elm Capital Llc is a hedge fund that manages 1.8 BN dollars in regulatory AUM and has 12 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 790MM in positions, representing 43% of the manager's regulatory AUM.

WHITE ELM CAPITAL LLC StockAlpha

-9.4%
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

WHITE ELM CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AFSI 7.19% Financials 0.34% -1.32% 2 5%
CHTR 6.44% Cons. Disc. 5.29% 0.01% 0 12%
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WHITE ELM CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Matthew T. Iorio Managing Member September-2007
Tracy A. Schwartz Chief Operating Officer September-2007
Nancy E. O'Connor Chief Financial Officer September-2007
Katharine W. Procter Managing Director April-2011
Georgi S. Markov Managing Director August-2009
Daniel S. Radden Chief Compliance Officer, Director Of Legal And Compliance March-2015

WHITE ELM CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company
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WHITE ELM CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategy

The Adviser utilizes fundamental research and is quantitative in its approach to company valuation to make investment decisions and recommendations. The Adviser employs the following investment strategies:

Equity. The Adviser’s equity strategy is based upon fundamental, company-specific research. In addition, the Funds invest globally.

Short Selling. The Adviser engages in short selling strategies. In a short sale transaction, the Adviser sells a security it does not own in anticipation that the market price of that security will decline. The Adviser makes short sales (i) as a form of hedging to offset potential declines in long positions in similar securities; (ii) in order to maintain flexibility and (iii) for profit.

Hedging. The Adviser utilizes a variety of financial instruments such as derivatives, options an...
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WHITE ELM CAPITAL LLC Portfolio Concentration

WHITE ELM CAPITAL LLC Location

537 STEAMBOAT ROAD SUITE 300
GREENWICH, Connecticut
UNITED STATES, 06830

WHITE ELM CAPITAL LLC Contact Information

Phone Number: 203-742-6000
Fax Number: 203-422-2695
Website:

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