Carlson Capital

Entity Type
Location
Founding Date
1993

Carlson Capital is a multi-strategy, alternative asset management firm providing superior risk-adjusted returns for investors. Founded in 1993, the firm has become a highly respected hedge fund with a focus on diversified, active investment strategies across equity, credit, and event-driven markets. Carlson Capital offers superior risk-adjusted returns through targeted hedging strategies and diversification across multiple strategies and multiple decision makers.

ABOUT CARLSON CAPITAL

  • Carlson Capital is known for its analytical and value-driven investment approach, focusing primarily on financial services and technology sectors. 

  • The firm maintains a diversified approach to investing, spreading its risk across different strategies and asset classes to reduce volatility and protect downside risk.

  • The firm employs both long and short strategies, making use of their expertise in a variety of asset classes and markets.


INVESTMENT STRATEGIES

Carlson Capital uses a long/short strategy, which involves holding long positions in securities they expect to appreciate while shorting those they believe will decline. 

  • Event-Driven. 

This strategy focuses on capitalizing on corporate events like mergers and acquisitions (M&A), restructurings, or spin-offs. 

Carlson also invests in credit markets, including high-yield bonds, distressed debt, and other fixed-income securities.

The firm is involved in convertible arbitrage, a strategy where they exploit price discrepancies between a company’s convertible securities and the underlying common stock.

The firm occasionally employs global macro strategies, which involve taking positions based on the firm’s views about macroeconomic trends and global economic factors.