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Cas Investment Partners LLC: Activist Profile

Updated: Jan 21

Business Description CAS, a Delaware LLC founded by Clifford Sosin in October 2012, registered with the SEC as an investment adviser in September 2017. CAS manages funds and other accounts, allocating investment opportunities fairly over time while addressing potential conflicts of interest through established policies. These include procedures for pro-rata allocation of opportunities based on assets under management and equitable treatment of clients with differing fee structures. CAS also manages the assets of its principals and ensures fair allocation of limited opportunities among its clients.


Investment Strategy CAS invests in a portfolio of credit and equity securities, both long and short, aiming to outperform the S&P 500 over time. The firm focuses on understanding competitive dynamics, profitability drivers, and potential changes in an asset's performance. CAS evaluates each investment on its individual merits without a specific market or asset class bias, adjusting exposure based on opportunities and market conditions. While recognizing short-term price deviations, the firm emphasizes rigorous due diligence and asset-specific analysis for thoughtful security selection, understanding this may lead to periods of underperformance.


Clifford A. SosinFounder & Investment Manager, CAS Investment Partners LLC

Clifford A. Sosin founded CAS Investment Partners LLC in October 2012. Previously, he was a Director in the Fundamental Investment Group at UBS, analyzing equities and fixed income securities, and an analyst at Silver Point Capital, focusing on high-yield and distressed investments. He also worked at Houlihan Lokey, advising on financial restructurings. Clifford holds a B.S. in Engineering (High Honors) and a B.A. in Economics from Swarthmore College.


Letters & Presentations


Active 13D Positions

Stock

Company name

Sector

% of Portfolio

Link

CDLX

Cardlytics Inc

INFORMATION TECHNOLOGY

1.4%


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