Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
Join +750K new investors every month who copy stock picks from billionaire's portfolios Sign Up Free
Otter Creek Long/short Opportunity Fund Institutional Class (OTTRX)
Add to/Remove from a Portfolio
Add to Watchlist
14.25
-0.09
-0.63%
- Morningstar Rating:
- Total Assets: 154.81M
Otter Creek Long/Short Opportunity Instl
14.25
-0.09
-0.63%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
OTTRX Overview
On this page you'll find an in-depth profile of Otter Creek Long/short Opportunity Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of OTTRX among other information.
Contact Information
Address
222 Lakeview Avenue Suite 1100
West Palm Beach,FL 33401
United States
West Palm Beach,FL 33401
United States
Phone
(561) 832-4110
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Cory J. Reed | - | 2022 | Now |
| Biography | Cory J. Reed, CFA. Mr. Reed is a Principal and Portfolio Manager with the Advisor. Mr. Reed joined the investment advisor in September 2016 and served as an investment professional. Prior to joining Otter Creek Advisors, Mr. Reed worked at Tetrem Capital Management, a Canadian investment firm based in Winnipeg, MB and Boston, MA, as Head of Trading from March 2013 through September 2016. Prior to that Mr. Reed spent time at LPL Financial in the research department, and with Needham and Company. While at Needham and Co. Mr. Reed performed in-depth fundamental research and analysis for Financial Technology, and IT Hardware companies. Mr. Reed started his career with Westfield Capital Management as an Assistant Trader. Mr. Reed received his BS in Business Administration from The University of Maine in 2007. Mr. Reed is also a CFA Charter holder. | ||
| Tyler C. Walling | Portfolio Manager | 2013 | Now |
| Biography | Tyler C. Walling. Mr. Walling is a Principal and Portfolio Manager with Otter Creek Advisors, LLC. Mr. Walling joined the previous investment advisor in May 2011 and serves as an investment professional. Prior to joining the General Partner of Otter Creek Management, Mr. Walling worked at Goldman Sachs & Co., an investment banking and securities firm, in New York, New York, as a Global Investment Research Associate in from August 2009 through May 2011 and as a Global Investment Research Analyst from July 2006 through July 2009. While at Goldman Sachs & Co., Mr. Walling performed in-depth fundamental research and analysis for food, beverage, and tobacco companies, auto manufacturers and auto parts suppliers. Mr. Walling received his BS in Finance from Lehigh University in 2006. | ||
| R. Keith Long | Principal | 2019 | 2023 |
| Biography | Roger Keith Long founded Otter Creek Management in 1991 and Co-founded Otter Creek Advisors in 2014. Mr. Long is currently President of Otter Creek Management and was a sole portfolio manager. From 1973 to 1979, Mr. Long was employed as a portfolio manager at Lionel D. Edit & Co., Chicago, Illinois. In 1979, Mr. Long joined Delphi Capital Management in Chicago, where he served as a portfolio manager and investment analyst. He joined Kidder Peabody & Co.’s Chicago office in 1981 as a fixed income analyst specializing in arbitrage trading. In 1983, Mr. Long joined Morgan Stanley & Co. in New York, as a fixed income analyst and arbitrage trader. He was promoted to Vice President in 1985 and Principal in 1987. In 1991, Mr. Long left Morgan Stanley to start Otter Creek Management. Mr. Long received a B.S. degree and an M.B.A. degree, both in Finance, from Indiana University. He served in the U.S. Army from 1970 to 1971 as an artillery officer and was honorably discharged with the rank of First Lieutenant. | ||
| Michael J. Winter | Portfolio Manager | 2013 | 2019 |
| Biography | Michael J. Winter, CFA. Mr. Winter is a Principal and Portfolio Manager with the Advisor. Mr. Winter joined the previous investment advisor in January 2007 and serves as an investment professional. Prior to joining the General Partner of Otter Creek Management, Mr. Winter worked as a portfolio manager and analyst at Staghorn Capital Management, LLC, a long/short equity hedge fund, in Boston, Massachusetts from 2005 through 2006. From 2000 through 2003, Mr. Winter worked as an investment associate with Putnam Investment Management in Boston. While at Putnam, Mr. Winter analyzed both international and domestic equities in a variety of sectors including financial, transportation and consumer. Mr. Winter received his BS in Economics and Finance from Boston College in 2000 and earned an MBA from The University of Chicago Booth School of Business in 2005. While attending business school, Mr. Winter spent the summer of 2004 interning with the General Partner. Mr. Winter holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| R. Keith Long | Principal | 2013 | 2017 |
| Biography | Roger Keith Long founded Otter Creek Management in 1991 and Co-founded Otter Creek Advisors in 2014. Mr. Long is currently President of Otter Creek Management and was a sole portfolio manager. From 1973 to 1979, Mr. Long was employed as a portfolio manager at Lionel D. Edit & Co., Chicago, Illinois. In 1979, Mr. Long joined Delphi Capital Management in Chicago, where he served as a portfolio manager and investment analyst. He joined Kidder Peabody & Co.’s Chicago office in 1981 as a fixed income analyst specializing in arbitrage trading. In 1983, Mr. Long joined Morgan Stanley & Co. in New York, as a fixed income analyst and arbitrage trader. He was promoted to Vice President in 1985 and Principal in 1987. In 1991, Mr. Long left Morgan Stanley to start Otter Creek Management. Mr. Long received a B.S. degree and an M.B.A. degree, both in Finance, from Indiana University. He served in the U.S. Army from 1970 to 1971 as an artillery officer and was honorably discharged with the rank of First Lieutenant. | ||
Write your thoughts about Otter Creek Long/short Opportunity Fund Institutional Class
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review