Robert Sea

Carlson Capital employs multiple strategies including equity relative value, equity long/short, event-driven, credit, overlay hedge, strategic, and other strategies. Their risk management philosophy is based upon a rigorous approach to trade construction. Individual positions are generally constructed on a bottom-up, fundamental basis. Carlson Capital is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors

Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services

Functions as a College/University

Peregrine specializes in identifying mispriced small-cap growth stocks before the market recognizes their value — with a particular emphasis on the technology sector, financial services, healthcare, and the Canadian market in general, where they have a competitive edge. By combining a bird’s eye view of macroeconomic developments with a constant, ground-level awareness of stocks, they are able to maximize absolute returns. The Peregrine Fund typically invests in approximately 25 securities. They seek to target a return that will substantially outperform the returns of major North American indices over a 3-year time period, and achieve positive absolute returns.

Provides investment advice