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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carlson Capital, L.P. | Portfolio Manager | Apr 2023 to Present | — |
| Carlson Capital, L.P. | Director | Jul 2019 to Apr 2023 | — |
| Kleinheinz Capital Partners | Analyst | Jan 2010 to Jan 2019 | — |
| AS Hirota Capital Management | Japan Analyst | Jan 2007 to Jan 2009 | — |
| Omega Advisors | Analyst | Jan 2006 to Jan 2007 | — |
| Merrill Lynch | Analyst | Jan 2001 to Jun 2006 | — |
| Leucadia National Corporation | Summer Associate | Jan 2000 to Jan 2000 | — |
| Sanwa Bank | Associate | Aug 1997 to Aug 1999 | — |
| Teradyne | Applications Engineer | Jan 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
Others at Carlson Capital L P (9)
| Name | Role | Location |
|---|---|---|
C Chip Fortson | Portfolio Manager | Greenwich, CT , United States |
J Jaril Harsy | Trader | Southlake, TX , United States |
M Morgan Slade | Portfolio Manager | Fort Worth, TX , United States |
N Nancy Carlson | Partner | Dallas, TX , United States |
R Ronald Buesinger | Portfolio Manager | Fairfield, CT , United States |
A Andrew Walker | Senior Equity Trader | Southlake, TX , United States |
D David Lloyd | Portfolio Manager | New York, NY , United States |
| Portfolio Manager | New York, NY , United States | |
M Muhammad Ahmed R. | Equity Analyst | Houston, TX , United States |
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