Carlson Capital
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
Long/Short Equity.
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.
Convertible Arbitrage.
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.
Global Macro.
The firm occasionally employs global macro strategies, which involve taking positions based on the firm’s views about macroeconomic trends and global economic factors.