Hedge Fund - Csat Investment Advisory

Claes Fornell Bio, Returns, Net Worth

CSat Investment Advisory was founded by Claes Fornell and according to the firm itself, its goal is "to maximize returns at low risk by applying proprietary data and analytical technology." Claes Fornell is most famously known for creating the American Customer Satisfaction Index, and his extensive work in quantitative finance is truly top notch.

Claes Fornell
Fund Profile
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Fund Holdings Sector Distribution
Fund Name: Csat Investment Advisory
Manager Claes Fornell
Portfolio Value $253,171,000
Change This QTR +0.73%
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Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) AMZN 39,738 $15,847 -44% 6.25%
2.) WFM 252,312 $14,591 -44% 5.76%
3.) FDX 81,881 $11,772 -44% 4.64%
4.) LUV 603,148 $11,363 -44% 4.48%
5.) JBLU 1,275,318 $10,891 -44% 4.3%
6.) COST 89,676 $10,673 -44% 4.21%
7.) DPZ 152,526 $10,623 -44% 4.19%
8.) SBUX 134,186 $10,519 -44% 4.15%
9.) WLP 108,234 $10,000 3.94%
10.) CL 152,606 $9,951 3.93%
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