CAZ Investments
CAZ Investments L.P. is an employee-owned investment manager based in Houston, Texas, founded in 2001. The firm specializes in offering investment services to pooled investment vehicles, high net worth individuals, and institutional clients. CAZ Investments focuses on private equity investments in healthcare and manages client-specific equity and balanced portfolios, along with hedge funds. The firm invests in public equity and alternative markets, primarily concentrating on large-cap stocks. CAZ employs a combination of fundamental, charting, and technical analysis to guide its investment decisions, supplemented by external research. The firm is distinguished by its commitment to investing personal capital alongside its clients, providing them access to exclusive investment opportunities typically reserved for those with substantial assets. This approach enables CAZ to offer unique co-investment opportunities that may not be available to families with fewer investable assets.
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