Carlson Capital

Hedge Fund Texas, United States ·Founded 1993

Overview

Carlson Capital, founded in 1993 by Clint Carlson, is an alternative asset management firm based in Dallas, Texas. The firm specializes in hedge funds and private equity investments, employing a research-driven approach that combines fundamental analysis with quantitative modeling to identify opportunities across multiple sectors and asset classes. Their investment strategies include event-driven, distressed, equity long/short, global macro, and merger arbitrage, among others. Carlson Capital has a diverse client base, including high-net-worth individuals, institutions, and pension funds, focusing on generating consistent and attractive risk-adjusted returns for its investors. The firm's investment team is cohesive and collaborative, consisting of professionals with diverse backgrounds and expertise. This team consistently applies the firm's investment philosophy across all strategies, supported by experienced professionals in operational and management infrastructure. Carlson Capital emphasizes a rigorous, disciplined decision-making framework, with communication, collaboration, and teamwork being key elements. This robust and repeatable process permeates every aspect of investing at Carlson Capital, including idea generation, portfolio construction, trade execution, portfolio management, and risk management. Carlson Capital has experienced significant changes in recent years. In February 2024, the firm announced the closure of its London office as part of a restructuring, following a 90% decline in assets under management since 2016. This decision was made after the firm's assets fell to approximately $1 billion. Despite these challenges, Carlson Capital continues to operate from its Dallas headquarters, focusing on its core investment strategies and client base. The firm's commitment to delivering superior risk-adjusted returns remains central to its operations, as it navigates the evolving landscape of the investment management industry.

Investment Focus

  • High-net-worth individuals
  • Institutional investors
  • Pension funds

Portfolio Companies

LightSquaredHBOSChiquita BrandsOmega Protein

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Frequently asked questions about Carlson Capital

What sectors does Carlson Capital invest in?

Carlson Capital invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Texas, United States. Carlson Capital is listed as a hedge fund in the ConnectSafely investor database.

What stage does Carlson Capital invest at?

Carlson Capital backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does Carlson Capital invest in?

Carlson Capital invests across United States, United Kingdom, Europe and Asia.

What companies has Carlson Capital invested in?

Carlson Capital's portfolio includes LightSquared, HBOS, Chiquita Brands and Omega Protein.

Last updated · Source: ConnectSafely investor database