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Hedge Fund - Central Square Management

Kelly Cardwell Bio, Returns, AUM, Net Worth

Kelly Cardwell founded Central Square Management in 2007 and the long/short fund returned 107% through May 2009. The fund had around $35 million AUM in 2009 but most recent 13F filing points to a $99 million portfolio. Kelly Cardwell employs a fundamental-based bottom-up process to pick stocks. Cardwell worked at Fidelity investments before founding Central Square Management.

Kelly Cardwell
Fund Profile
Filing Period:
Fund Name: Central Square Management
Manager Kelly Cardwell
Portfolio Value $56,605,000
Change This QTR +0.80%
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. PICO 1,136,536 $13,400 -12% 23.67%
2. WFC 117,586 $5,207 +58% 9.19%
3. TLF 631,150 $4,816 -8% 8.5%
4. AG 397,900 $4,098 -24% 7.23%
5. BRS 248,000 $3,477 +146% 6.14%
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