Carlson Capital
Value
281.3M
Stocks
69 Stocks (36 new)
Turnover
15.03%
CIK
1056973
Top Holdings
SWKH(51.93%) HYG(21.78%) AFRM(1.59%) CVNA(1.05%) CYBR(1.05%)
Established investor leading Carlson Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
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