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David Fandrich

David Fandrich

Portfolio Manager at Carlson Capital L P

Dallas, TX , United States

About

David Fandrich is a Portfolio Manager at Carlson Capital, L.P. in Dallas, Texas, where he oversees diversified investment strategies within the firm’s multi-strategy platform. His current responsibilities include portfolio construction, risk management, and driving research-led investment decisions to manage and grow institutional capital.

Prior to his role as Portfolio Manager, Fandrich served as a Director at Carlson Capital, L.P., following nearly a decade as an Analyst at Kleinheinz Capital Partners. Throughout his career, he has developed expertise in fundamental investment analysis and alternative asset classes, with a focus that likely spans equities and event-driven opportunities, as is typical for senior professionals at multi-strategy hedge funds like Carlson Capital, though specific sector coverage was not explicitly stated in public profiles.

Fandrich holds an MBA in International Finance from HEC Paris and a BS in Mechanical Engineering from The University of Texas at Austin, providing him a strong analytical and quantitative foundation. His significant tenure in investment management and leadership roles highlights his contributions to innovative portfolio strategies within the alternative asset management industry.

Career History

OrganizationRoleDate RangeDetails
Carlson Capital, L.P.Portfolio ManagerApr 2023 to Present
Carlson Capital, L.P.DirectorJul 2019 to Apr 2023
Kleinheinz Capital PartnersAnalystJan 2010 to Jan 2019
AS Hirota Capital ManagementJapan AnalystJan 2007 to Jan 2009
Omega AdvisorsAnalystJan 2006 to Jan 2007
Merrill LynchAnalystJan 2001 to Jun 2006
Leucadia National CorporationSummer AssociateJan 2000 to Jan 2000
Sanwa BankAssociateAug 1997 to Aug 1999
TeradyneApplications EngineerJan 1996 to Jan 1997

Education

HEC Paris

MBA, International Finance

1999 2000

The University of Texas at Austin

BS, Mechanical Engineering

1989 1994

Trinity Christian Academy

1984 1988

Skills & Expertise

Equity Research
Equities
Hedge Funds
Financial Modeling
Investment Banking
Valuation
Analysis
Business Strategy
Corporate Finance
Portfolio Management
Capital Management

Others at Carlson Capital L P (9)

NameRoleLocation
C
Chip Fortson
Portfolio ManagerGreenwich, CT , United States
J
Jaril Harsy
TraderSouthlake, TX , United States
M
Morgan Slade
Portfolio ManagerFort Worth, TX , United States
N
Nancy Carlson
PartnerDallas, TX , United States
R
Ronald Buesinger
Portfolio ManagerFairfield, CT , United States
A
Andrew Walker
Senior Equity TraderSouthlake, TX , United States
D
David Lloyd
Portfolio ManagerNew York, NY , United States
Jesse Ho
Jesse Ho
Portfolio ManagerNew York, NY , United States
M
Muhammad Ahmed R.
Equity AnalystHouston, TX , United States

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