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Bulldog Investors
Bulldog Investors is an SEC-registered investment adviser that seeks to minimize risk while producing equity-like returns for high-net-worth individuals and...
Bulldog Investors
Bulldog Investors is an SEC-registered investment adviser that seeks to minimize risk while producing equity-like returns for high-net-worth individuals and wealth managers. The firm employs an event-driven, opportunistic style of investing, including activist techniques, and offers separately managed accounts as well as management of closed-end funds. Its process aims to provide bond-like risk mitigation with equity-like returns by identifying undervalued investments and closing discounts.
General information
Firm type
Asset Manager
Year founded
2009
Location
Region
North America
Country
United States
City
Saddle Brook
Corporate office
Saddle Brook, NJ, United States
Principals
Phillip Goldstein
Managing Member / Principal / lead investment strategist
Andrew Dakos
Managing Member / Principal and Partner / Portfolio Manager
Rajeev Das
CFA, Portfolio Manager / Head of Trading / Principal
Thomas Antonucci
Director of Operations
Stephanie Darling
General Counsel, Chief Compliance Officer
Bill Demo
Operations Manager
Simon Clayton
Operations Associate
Sector focus
Frequently asked questions
What investment strategy does Bulldog Investors employ?
Bulldog focuses on activist investing in closed-end funds, REITs, and small-cap equities trading at discounts to net asset value. It seeks to unlock value through public campaigns, proxy fights, litigation, and engagement with fund boards.
Does Bulldog Investors invest in private markets or only public securities?
Bulldog primarily targets publicly traded securities, especially closed-end funds and real estate investment trusts (REITs), not private companies. Its strategy is rooted in public-market activism rather than private equity or venture capital.
How does Bulldog Investors source its investment ideas?
The firm identifies funds and equities trading at significant discounts to net asset value, often leveraging public filings and market data. It is known for taking positions in funds managed by large asset managers and then agitating for changes.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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