Claar Advisors LLC
Claar Advisors LLC is a New York-based hedge fund founded by Gary Claar, with roots in activism and special situation investing. The company serves institutional and high-net-worth clients, managing pooled investment vehicles and providing discretionary investment advisory services. Founded in the early 2010s, it currently manages hundreds of millions in assets and has a small team of investment professionals, including Gary Claar as Managing Member and Carrie Elizabeth Bertuccio as Chief Compliance Officer.
Investment Strategy
Claar Advisors LLC employs a research-driven strategy, combining fundamental security-level analysis with deep experience in special situation and catalyst-oriented investments. The investment team conducts both qualitative and quantitative reviews of companies, analyzing leadership, financials, competitive position, valuation, and growth outlook. The portfolio focuses on US-listed equities and equity-related securities, with a preference for businesses exhibiting attractive fundamentals and reliable catalysts for appreciation.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 41.31% | $134.9M | 998,663 | $103.10 | $135.04 | +$29.5M |
M MSFT | MICROSOFT CORP | 7.98% | $26.0M | 52,345 | $79.23 | $497.41 | +$5.0M |
G GOOG | ALPHABET INC | 7.77% | $25.4M | 143,033 | $57.94 | $177.39 | +$3.5M |
A AMZN | AMAZON COM INC | 7.22% | $23.6M | 107,469 | $102.63 | $219.39 | +$1.7M |
M MA | MASTERCARD INCORPORATED | 4.29% | $14.0M | 24,937 | $266.88 | $561.94 | -$590.5K |