Beryl Capital Management's Top Stock Picks
Beryl Capital Management was founded in 2013 by David Alexander Witkin, who is the fund’s CEO and Portfolio Manager as well. David Witkin holds a BA in Economics from Harvard University.
Established in 2013 by David Alexander Witkin, Beryl Capital Management is a hedge fund manager headquartered in California. The firm operates as a registered investment adviser, specializing in hard catalysts and event-driven special situations.
David Alexander Witkin, a graduate with a BA in Economics from Harvard University, embarked on his career journey before founding Beryl Capital Management. He served in several roles across different companies and funds, beginning as an arbitrage analyst at Bear Sterns & Company, and then continuing at Mason Capital Management. Subsequently, he assumed the position of Portfolio Manager at Citigroup Alternative Investments and Hayground Cove Asset Management. David Witkin has strategically steered Beryl Capital Management towards a merger arbitrage investment approach, capitalizing on market inefficiencies surrounding mergers and acquisitions. Primarily targeting US-based companies undergoing reorganizations, including mergers, corporate acquisitions, or spin-offs, the fund aims to leverage these opportunities for optimal returns.
Beryl Capital Management operates as a hedge fund, servicing four clients with discretionary assets under management (AUM) totaling $694,752,715, as of their Form ADV dated March 2023. According to their latest 13F filing for Q4 2023, they managed $182,088,959 in 13F securities, with a top 10 holdings concentration reaching 91.33%.
