Robertson Opportunity Capital, LLC
Robertson Opportunity Capital, LLC is a hedge fund manager based in Dallas, Texas, founded in 1995. The firm is primarily an allocator and hedge fund manager, managing approximately $313.2 million in assets as of March 2025. It typically operates with a small staff of around 6 employees and caters to institutional and high-net-worth clients by offering sophisticated investment solutions.
Investment Strategy
Robertson Opportunity Capital, LLC employs a long/short equity investment strategy, focusing on identifying opportunities to generate alpha by taking long positions in undervalued securities and short positions in overvalued ones. As an allocator and hedge fund manager, the firm seeks to achieve risk-adjusted returns by leveraging both fundamental research and tactical asset allocation within the U.S. markets.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMB | WILLIAMS COS INC | 10.13% | $27.3M | 434,882 | $23.61 | $62.81 | +$1.3M |
A ACGL | ARCH CAP GROUP LTD | 6.83% | $18.4M | 202,106 | $17.83 | $91.05 | -$1.0M |
G GOOG | ALPHABET INC | 6.71% | $18.1M | 102,000 | $64.74 | $177.39 | +$2.2M |
C CPRT | COPART INC | 6.12% | $16.5M | 336,388 | $7.71 | $49.07 | -$2.5M |
M META | META PLATFORMS INC | 5.38% | $14.5M | 19,664 | $207.31 | $738.09 | +$3.2M |