ESL Investments, Inc.

ESL Investments, Inc.

ESL Investments, Inc.

Overview
Date Founded

1988

Headquarters

1170 Kane Concourse,Suite 200,Bay Harbor Islands, FL 33154-2006

Type of Company

Private

Employees (Worldwide)

8

Industries

Hedge Funds
Investment Services & Portfolio Management

Company Description

ESL Investments' (\"ESL\") overall investment philosophy is value-driven and based on disciplined, extensive fundamental analysis and field research. ESL generally looks for good companies, with strong fundamentals, selling at attractive prices. The firm primarily invests with a bottom-up perspective, focusing on the individual company business model rather than making a sector or industry bet. ESL generally does not invest with a macroeconomic focus or in industries they don't believe they fully understand. Most investments have historically been made through US financial markets in US-based companies. With their long-term capital and investment perspective, ESL has less of a focus on short-term market-driven price performance and has the ability to support strategies that increase the value of company shares over a longer time horizon. This approach allows them to pursue those companies that may temporarily fall out-of-favor with the broad investor universe but where long-term value can be realized. ESL's investment strategy is not intended to generate absolute returns, but is instead intended to exceed the performance of the broad US stock market over a minimum five-year horizon.

Executives & Employees

Founder

President

Chief Financial Officer

Chief Compliance Officer

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Recent Transactions
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ESL Investments, Inc. purchases Sears Holdings Corp. /Ship & Parts Direct from Sears Holdings Corporation

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ESL Investments, Inc., SHC Israel Ltd. purchase Delver Ltd.

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Kmart Holding Corp. purchases Sears, Roebuck & Co. from ESL Investments, Inc. resulting in a new company Sears Holdings Corporation

Transaction Advisors
Legal Advisor

Advised onESL Investments, Inc. purchases Sears Holdings Corp. /Ship & Parts Direct from Sears Holdings Corporation

Investment Advisor

Advised onESL Investments, Inc. purchases Sears Holdings Corp. /Ship & Parts Direct from Sears Holdings Corporation

Advisors & Consultants
Prime Broker

Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.

Awards & Honors
Rank #34
2012
Hedge Fund Journal - 50 Largest US Managers
Sponsored by The Hedge Fund Journal