WHITEBOX ADVISORS LLC Overview

Whitebox Advisors Llc is a hedge fund that manages 8.4 BN dollars in regulatory AUM and has 110 employees, of which 43 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 623MM in positions, representing 7% of the manager's regulatory AUM.

WHITEBOX ADVISORS LLC StockAlpha

-8.5%
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

WHITEBOX ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
YHOO 29.53% Tech -6.73% -1.59% 0 15%
PARR 16.8% Energy 15.83% 1.85% 26 3%
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WHITEBOX ADVISORS LLC Founders and Key Employees

Name Title In Position Since
Andrew J. Redleaf Chief Executive Officer January-2000
Robert J. Vogel Head Of Corporate Credit And Relative Value January-2004
Mark M. Strefling General Counsel/Chief Operating Officer February-2008
Elissa R. Weddle Associate General Counsel/Chief Compliance Officer November-2012
Michael P. Mccormick Chief Financial Officer September-2013
Brian J. Lofton Chief Risk Officer May-2014
Paul S. Twitchell Head Of Event December-2014
Jason E. Cross Head Of Equity December-2014

WHITEBOX ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company
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WHITEBOX ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


General Investment Strategy and Methods of Analysis Overview

The Whitebox-advised Private Funds and Separately Managed Accounts employ quantitative and qualitative analytics to seek arbitrage opportunities in strategies including, but not limited to, credit, relative value, equities and event. Investors in the Mutual Funds should refer to the applicable Mutual Fund Prospectus and Statement of Additional Information for complete information on investment strategies, methods of analysis and risks associated with investment in such Mutual Funds. With respect to the Private Funds and Separately Managed Accounts, the Adviser typically focuses on arbitrage opportunities between markets and capital structures created by different objectives, skills and systems of dominant players in the market. The Adviser utilizes a combination of proprietary quantitative modeling and fundamental analysis to identify misp...
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WHITEBOX ADVISORS LLC Portfolio Concentration

WHITEBOX ADVISORS LLC Location

3033 EXCELSIOR BOULEVARD
SUITE 300
MINNEAPOLIS, Minnesota
UNITED STATES, 55416

WHITEBOX ADVISORS LLC Contact Information

Phone Number: 612-253-6001
Fax Number: 612-253-6100
Website:

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