Understanding Starboard Value AUM and Its Investment Structure

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Starboard Value AUM is a type of investment vehicle that focuses on activist investing. It's a way for investors to pool their resources and work together to drive change within companies.

Starboard Value AUM typically invests in large-cap companies with a market capitalization of $10 billion or more. This is a significant threshold, as it requires a substantial amount of capital to make a meaningful impact.

The investment structure of Starboard Value AUM is designed to be flexible, allowing the firm to invest in a variety of assets, including stocks, bonds, and other securities. This flexibility is key to its success, as it enables the firm to adapt to changing market conditions.

By investing in a concentrated portfolio of high-conviction ideas, Starboard Value AUM aims to generate strong returns for its investors.

Starboard Value Overview

Starboard Value is a hedge fund manager based in the Cayman Islands, overseeing a significant portfolio.

The company is led by Starboard Value Lp, a fund manager with a strong track record.

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One of its notable funds is the Starboard Value And Opportunity Master Fund Ltd, which boasts total assets of $3.4 billion.

This fund requires a minimum investment of $1 million, a substantial amount for individual investors.

Starboard Value Lp manages four private funds, including the Starboard Value And Opportunity Master Fund Ltd.

The company's funds are registered with a rank of 13984 out of 30967 registered private funds.

Investment Structure

The investment structure of Starboard Value And Opportunity Master Fund Ltd is pretty straightforward. The fund is operated by Starboard Value Lp and has approximately $3.4 billion in assets.

The minimum investment required to join the fund is a significant $1 million. This is a substantial barrier to entry, making it inaccessible to many individual investors.

Management owns a relatively small 2 percent of the fund, which is a common practice in the hedge fund industry.

Assets, Funds, Holdings

Assets, Funds, Holdings are the backbone of any investment structure. The total assets under management (AUM) for Starboard Value LP is $8.0 billion, as of March 31, 2023.

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The firm has a diverse range of funds, including the Starboard X Master Fund Ltd, which had an AUM of $895.4 million as of November 4, 2020. Other notable funds include the Starboard Leaders Select Fund LP, which had an AUM of $22.6 million as of 2015.

Starboard Value LP's Form 13F Holdings reveal a mix of large-cap and mid-cap stocks. The firm holds significant positions in companies like GoDaddy Inc (GDDY) and CRM, with market capitalizations of $11.2 billion and $170.6 billion, respectively.

Here's a breakdown of the firm's Form 13F Holdings:

This diverse portfolio is managed by a team of 41 employees, with 39% of them being investors. The firm's address is 777 3rd Avenue, New York, NY 10017, and its phone number is 212-845-7977.

Opportunity Master Fund

The Opportunity Master Fund is a significant player in the investment world, with Starboard Value And Opportunity Master Fund Ltd being a notable example. It has approximately $3.4 billion in assets.

Investing in the Opportunity Master Fund requires a substantial amount of money, with a minimum investment of $1,000,000.

Frequently Asked Questions

Is Starboard a hedge fund?

Yes, Starboard Value is a hedge fund. Founded in 2002, it is a US-based investment firm that actively engages in corporate governance and value investing strategies.

Raquel Bogisich

Writer

Raquel Bogisich is a seasoned writer with a deep understanding of financial services in the Philippines. Her work delves into the intricacies of digital banks and traditional banking systems, offering readers insightful analyses and expert opinions on the evolving landscape of financial services. Her articles on digital banks in the Philippines and banks of the country have been featured in several leading financial publications, highlighting her ability to simplify complex financial concepts for a broader audience.

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