Maltese Capital Management LLC
Maltese Capital Management LLC is a New York-based hedge fund and investment adviser, founded in 1996, that specializes in investing in the financial services sector. The firm manages assets for institutional investors and high-net-worth individuals, employing a staff of approximately 17 professionals. Maltese is known for its expertise in equity and fixed income strategies across the financial sector.
Investment Strategy
Maltese Capital Management focuses on value-oriented and event-driven investment strategies primarily within the financial services sector, including banks, insurance companies, and specialty finance. The firm utilizes fundamental analysis to identify mispriced securities and seeks to generate attractive risk-adjusted returns through long and short equity positions, as well as selective credit investments.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C C | CITIGROUP INC | 3.58% | $25.5M | 300,000 | $59.48 | $85.12 | +$618.5K |
M MTB | M & T BK CORP | 2.86% | $20.4M | 105,000 | $162.87 | $193.99 | +$3.7M |
Q QCRH | QCR HOLDINGS INC | 2.72% | $19.4M | 285,000 | $58.91 | $67.90 | +$6.5M |
A AMTB | AMERANT BANCORP INC | 2.67% | $19.0M | 1,042,604 | $22.49 | $18.23 | -$2.5M |
W WFC | WELLS FARGO CO NEW | 2.39% | $17.0M | 212,500 | $63.79 | $80.12 | +$2.3M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | New York, NY , United States | |
J Jack Ru | Partner-Senior Analyst | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
 | Analyst | New York, NY , United States |