CARLSON CAPITAL L P

CARLSON CAPITAL L P

CARLSON CAPITAL L P
Last update 2021-02-16 150 Stocks (51 new)
Value $2.80 Bil Turnover 34 %
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CARLSON CAPITAL L P Profile

Carlson Capital is a hedge fund sponsor based out of Dallas. The alternative asset management firm was founded in 1993 by Clint Carlson, who continues to be have an active role in the company as its CIO. Carlson Capital believes that “risk-adjusted returns can be achieved by the use of thoughtful, targeted hedging strategies and diversification, across multiple strategies and multiple decision makers,” allocating its assets in various public equity, hedging, and fixed income markets in the United States. The company utilizes a multi strategy approach to make its investment decisions, utilizing risk arbitrage, convertible arbitrage, credit arbitrage, and a variety of other methods to make investments. Carlson Capital currently invests in a wide variety of sectors including finance, information technology, consumer discretionary, energy, health care, utilities and telecommunications, consumer staples, and industrials, among others to a lesser degree, in order of decreasing amount allocated. The company currently has 178 employees with 89 of them being investment professionals. Carlson Capital has approximately $23 billion in total assets under management spread across 29 accounts, all of which are discretionary. Both of the firm’s total number of accounts and total assets under management have been increasing in recent years with its number of accounts held rising from 11 five years prior to its current amount today and its total assets under management growing significantly from $4 billion back in 2010 to well over five times that amount today. The company is owned by its employees with the majority controlling ownership split between Clint Duane Carlson and Nancy Packer Carlson, each owning more than 40% of the company’s total ownership, with the remaining ownership split amongst Asgard Investment Corp and various key executives. Carlson Capital currently has additional locations in New York, Palm Beach Gardens, and Greenwich on top of its headquarters in Texas.

CARLSON CAPITAL L P Investing Philosophy

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