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Hedge Fund - CSat Investment Advisory

Claes Fornell Bio, Returns, AUM, 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
Filing Period:
Fund Name: CSat Investment Advisory
Manager Claes Fornell
Portfolio Value $824,676,000
Change This QTR +1.75%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. SPY 853,900 $263,309 +101% 31.92%
Graniteshares Gold Tr Shs Ben Int
4,323,050 $76,691 +43% 9.29%
Vanguard Index Fds Total Stk Mkt
408,994 $64,020 NEW 7.76%
4. VWO 1,012,848 $40,119 NEW 4.86%
Vanguard Ftse Developed Etf
667,790 $25,904 NEW 3.14%
News, Interviews and Investor Letters