Echo Street Capital Management is based out of New York. Echo Street Capital Management is a hedge fund with 16 clients and discretionary assets under management (AUM) of $12,164,585,033 (Form ADV from 2023-03-31). Whalewisdom has at least 74 13F filings, and 12 13G filings
Business Description
The advisory firm offers a range of services to its clients, including portfolio strategy consulting, data services, broker-dealer advice on order execution, and proxy services. Brokerage services may encompass functions such as trade execution, clearing, and settlement, as well as software for trade analytics and routing, electronic communication of instructions, and post-trade matching.
The firm acknowledges the potential risks associated with its investment strategies, emphasizing that they are speculative and entail substantial risks. It also highlights the possibility of fraud and misconduct by employees or service providers, which could lead to losses for clients. The firm has implemented measures to mitigate these risks, including operational and risk procedures, due diligence, and compliance with applicable laws and regulations.
Investment Strategy
The investment strategies pursued by the adviser are speculative and involve substantial risks. The adviser has broad discretion in making investments for clients, which may include any advisory services, investment strategy, or investment that the adviser considers appropriate, subject to each client's investment objectives and guidelines. The adviser considers a wide range of both quantifiable and qualitative factors when evaluating prospective investments, including sustainable competitive advantages, strong balance sheets, and privileged opportunities to reinvest cash flow. Valuation also plays a crucial role in determining the attractiveness of an investment opportunity.
The adviser's Opportunistic Long-Term Investments strategy focuses on identifying businesses with sustainable competitive advantages, strong balance sheets, and privileged opportunities to reinvest cash flow. The adviser believes that valuation plays a crucial role in determining the attractiveness of an investment opportunity within this strategy. The adviser also considers a wide range of both quantifiable and qualitative factors, which may differ from those used on behalf of other client portfolios, when evaluating prospective investments for the Opportunistic Long-Term Investments strategy.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|
2025-03-31
13F Holdings Summary
2025-03-31
13F Activity
| Market Value | $0, Prior: $0 |
| New Purchases | 0 stocks |
| Added To | 0 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 0 stocks |
| Top 10 Holdings % | % |
| Turnover %[1] | % |
| Turnover Alt %[2] | % |
| Time Held Top 20 | quarters |
| Time Held Top 10 | quarters |
| Time Held All | quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31