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Capital Markets Investments

By applying our comparative advantages – scale, certainty of assets and our long investment horizon – our teams pursue the best opportunities worldwide.

Our partners

External Portfolio Management

External Portfolio Management (EPM) creates value by engaging external managers whose strategies and expertise complement the overall CPP Investments portfolio.

Amia Capital LLP

Location: London, United Kingdom
Date of initial investment: 2017

Amia Capital LLP is the investment manager of Amia Capital Macro Fund, a discretionary global macro strategy focusing on multi-asset class opportunities in developed and emerging markets.

Website

Anchorage Capital Group

Location: New York, United States
Date of initial investment: 2011

Anchorage Capital Group, L.L.C. (“Anchorage”) is a New York-based registered investment adviser founded in 2003. The firm manages private investment funds across the credit, special situations and illiquid markets of North America and Europe using an active long and short basis, with particular focus on defaulted and leveraged issuers.

Website

AQR Capital Management

Location: Connecticut, United States
Date of initial investment: 2008

AQR is a global investment management firm dedicated to delivering results for our clients. At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. The firm is headquartered in Greenwich, Connecticut, with offices in Bangalore, Munich, Hong Kong, London and Sydney.

Website

Arrowstreet Capital

Location: Massachusetts, United States
Date of initial investment: 2004

Founded in 1999, Arrowstreet Capital is a private partnership that serves as discretionary global asset manager for institutional clients around the world. Headquartered in Boston, with an additional office in London, we are a stable, research-led organization. We align our interests with those of our clients and strive to meet and exceed client investment objectives and service expectations.

Website

Asturias Capital

Location: New York, United States
Date of Investment: 2021

Asturias Capital employs a long/short equity investment strategy, primarily focused on the global Technology, Media, and Telecommunications sectors. The strategy seeks attractive risk-adjusted returns while minimizing correlation to the overall market. Located in New York City, Asturias was launched in 2015 and in 2020 became wholly-owned by AllianceBernstein, a leading global investment-management firm with $676 billion (as of March 2023) in assets under management across a diverse suite of long-only and alternative investment strategies.

Website

Avitah Capital LLP

Location: London, United Kingdom
Date of initial investment: 2019

Avitah Capital LLP (“Avitah”) was founded in 2010 by Dave Matthews and began trading in January 2011. Avitah is a commodity investment manager specializing in the European energy markets. The core products are Gas, Power, Coal and Carbon Emissions. The Firm employs a fundamental, discretionary strategy with technical analysis and a strong focus on risk management. The partners have a long history of working together and a successful track record of investment performance and business management.

Website

BlackBarn Capital Partners LP

Location: New York, United States
Date of investment: 2022

BlackBarn Capital Partners LP (“BlackBarn”) is a New York based investment firm founded in 2021. BlackBarn employs deep fundamental research to analyze multi-year secular themes across industries and companies and uses that research to make long/short investments across companies’ capital structures. The founding team has worked extensively together for over a decade.

BlackRock

Location: Global
Date of initial investment: 2007

BlackRock Inc., is a U.S.-based publicly traded company (NYSE: BLK) established in 1988. BlackRock provides investment management, risk management, technology and advisory services for institutional and retail clients worldwide. The firm offers products that span the risk spectrum including active, enhanced and index strategies across markets and asset classes. Products are offered to clients in a variety of structures including separate accounts, iShares® (exchange-traded funds), and other pooled investment vehicles.

Website

Boundary Creek Advisors

Location: New York, United States and London, United Kingdom
Date of initial investment: 2019

Boundary Creek Advisors, LP was founded in 2018 and is a long/short credit manager investing across the European and North American high yield markets. The investing strategy pursues technical and fundamental credit market opportunities and is supported by proprietary systematic screening and deep fundamental research. The investing partners have worked together successfully for over a decade.

Website

Bridgewater

Location: Connecticut, United States
Date of initial investment: 2007

As of June 30, 2023, Bridgewater manages $120 billion in global investments for a wide array of institutional clients globally, including public and corporate pension funds, foreign governments and central banks, university endowments, and charitable foundations. Approximately 1,200 people work at Bridgewater, which is based in Westport, Connecticut.

Website

Broad Bay Capital Management

Location: New York, United States
Date of initial investment: 2018

Broad Bay Capital Management is a New York based low-net long/short fund that invests predominately in small and mid-cap equities in the consumer, industrial and business service sectors. Founded in 2016 by Scott Greeder, the fund seeks to generate uncorrelated returns with moderate volatility and compound capital regardless of market conditions. Investment principles include original idea generation, deep fundamental research, low hedge fund investment overlap and alpha-generating short ideas.

Capital Fund Management

Location: Paris, France
Date of initial investment: 2008

Capital Fund Management, founded in 1991, is a quantitative investment manager based in Paris, France, with offices in New York, London and Tokyo. Their team is comprised of a large number of Ph.D.’s, mainly physicists from prestigious institutions, and a team of IT and data specialists.

CFM’s business model is based on in-depth research, state-of-the-art IT infrastructure and experienced risk management. They invest in applied scientific research and sophisticated information technology systems to extract value across global securities, futures, foreign exchange and options markets. Their methodology relies on the in-depth statistical analysis and application of petabytes of data — including prices, fundamentals and other metrics — for asset allocation, trading decisions and order execution.

Website

Connor, Clark & Lunn

Location: British Columbia, Canada
Date of initial investment: 2004

Vancouver-based Connor, Clark & Lunn Investment Management (CCL) was established in 1982 and has grown to be one of Canada’s largest independent money management firms. The firm is dedicated to managing investment portfolios for pension fund sponsors, capital accumulation plans, corporations, not-for-profit organizations, First Nations groups, mutual funds and individual investors. The firm offers a diverse array of investment services including fundamental and quantitative equity strategies, fixed income, balanced portfolio solutions.

Website

Corvex Management

Location: New York, United States
Date of initial investment: 2014

Corvex Management LP (“Corvex”) is an investment firm headquartered in New York, New York that engages in fundamental value-based investing across the capital structure in situations with identifiable catalysts. Corvex was launched in March 2011 and follows an opportunistic approach to investing with a specific focus on equity investments, special situations and distressed securities largely in North America.

Dark Forest

Location: San Juan, Puerto Rico
Date of investment: 2023

Dark Forest is a quantitative, systematic, market-neutral investment manager, trading across all global markets and asset classes. Its founders came from Bridgewater and Millennium WorldQuant, and its approach is a hybrid of those two philosophies. It is based in San Juan, Puerto Rico.

Dendur Capital LP

Location: New York, United States
Date of initial investment: 2019

Dendur Capital LP (“Dendur”) is a New York-based investment firm founded by Malcolm Levine in 2019. Dendur employs an event-driven strategy that combines deep fundamental research with rigorous event analysis applied through a market lens. Dendur invests across the capital structure with an orientation towards equities and focuses on a concentrated portfolio of longs and shorts built around idiosyncratic situations with compelling risk/reward profiles. The team has extensive experience investing in public and private markets and in various strategies, which it believes leads to a differentiated perspective in event investing.

Website

DSP Investment Managers

Location: India
Date of initial investment: 2018

DSP Investment Managers is one of the premier investment management companies in India, with over two decades of track record of investment excellence. It is the investment management venture from the house of the 152 year old Indian financial firm, DSP Group. Having commenced their stock broking business in the 1860s, the family behind the group has been very influential in the growth and professionalization of capital markets and money management business in India. DSPIM provides investment and advisory solutions to a variety of investors including sovereign, quasi-sovereign, institutional, HNIs and individuals, with multiple strategies across listed equities and fixed income.

Website

Elan Capital Management LLP

Location: Global
Date of initial investment: 2016

Elan Capital Management LLP (“Elan”) is an alternative investment manager specialising in market neutral, relative value trading in liquid sovereign, fixed income instruments across global developed markets in Europe, the US, UK and Japan.

Elan seeks to deliver consistent, uncorrelated returns for investors while minimising drawdowns. The portfolio construction and risk framework target a market neutral, all weather portfolio, consisting of a diverse range of trade themes.

Elan’s investor base spans long term partnerships with a diverse mix of investors of a suitable profile, compatible with the characteristics of the strategy and the long-term objectives of the firm.

Website

Elliott

Location: New York, United States
Date of initial investment: 2009

Founded in 1977, Elliott is a New York-based investment firm with offices in London, Hong Kong, and Tokyo. Elliott’s multi-strategy funds opportunistically invest in a variety of strategies including distressed situations, performing debt, equity oriented investments, event-driven situations, structured products, commodities, fixed income arbitrage, related securities arbitrage, and portfolio protection. The firm employs approximately 550 people worldwide, nearly half of whom are dedicated to portfolio management, risk management, trading, and research.

Website

Episteme Capital

Location: London, United Kingdom
Date of investment: 2021

Episteme Capital is an independent quantitative investment manager founded in 2009 that manages capital for a global client base. Across the team there is broad and practical experience spanning market cycles, asset classes and investment styles. The Firm combines this experience with theory and quantitative techniques to design distinctive systematic strategies within a pragmatic risk management framework.

Episteme Systematic Quest (ESQ) is the flagship systematic global macro investment program that trades a diversified portfolio of fundamental, technical, and liquidity strategies. The program trades the most liquid futures and foreign exchange forwards across equity index, commodity, fixed income, and currency markets.

Episteme has its headquarters in London and an additional office in New York.

Website

ExodusPoint Capital Management, LP

Location: New York, United States
Date of initial Investment: 2018 

ExodusPoint Capital Management, LP (“ExodusPoint”) was founded in 2017 by Michael Gelband and Hyung Lee and began operations in 2018. The Firm employs a global multi-strategy investment approach, seeking to deliver asymmetric returns by combining complementary liquid strategies managed by experienced portfolio managers within a robust risk framework. ExodusPoint brings together an accomplished team with unique hands-on experience running multi-manager businesses to create an institutional caliber investment management firm.

Fermat Capital Management

Location: Connecticut, United States
Date of initial investment: 2011

Fermat Capital Management, LLC is a specialty investment management firm founded in Westport, Connecticut in 2001. With over US$9.7 billion in ILS assets under management as of June 30, 2023, Fermat Capital manages institutional portfolios of Insurance-Linked Securities (ILS) with a particular emphasis on catastrophe bonds. As a complementary overlay to its long only, fundamental value approach to investing, the firm develops and employs an active trading strategy supported by proprietary systems that adapt and consolidate traditional insurance industry risk estimation models for the continuous-time trading of ILS.

Website

Fortress Investment Group

Location: New York, United States
Date of initial investment: 2010

Fortress Investment Group LLC is a leading, highly diversified global investment manager. Founded in 1998, Fortress manages assets on behalf of over 1,900 institutional investors and private clients worldwide across a range of credit, real estate, private equity and permanent capital investment strategies.

Website

Garda Capital Partners

Location: Minnesota, United States
Date of initial investment:  2016

Garda Capital Partners (“Garda”) is an independently owned asset management firm specializing in global alternative investment strategies from its offices in New York, Minneapolis, Copenhagen and Geneva. Garda was established by a committed team of professionals to provide sophisticated institutional investors access to its focused fixed income relative value and inflation index outperformance strategies. The firm’s relative value fixed income strategies seek to capture opportunities in interest rate disparities across global markets, specifically in sovereign debt instruments in developed fixed income markets. Garda believes that performance is fueled by a culture of uncompromising integrity, and is dedicated to open and transparent partnerships with its investors, counterparties, and employees.

Website

Green Trading Capital Partners

Location: New York, United States
Date of investment: 2023

Green Trading Capital Partners (“GTC”) is an environmental commodities asset manager targeting idiosyncratic and uncorrelated investment opportunities in the environmental markets, including the carbon, renewable energy, and biofuel sectors.

GTC employs a multi-strategy approach, investing on a directional and relative-value basis across various compliance and voluntary markets. The investment strategy relies on a tiered approach consisting of varying tenures, ranging from longer-term fundamental theses specific to each sector, to shorter-term thematic opportunities and market-driven catalysts. Portfolio construction and risk management are integral to the investment approach.

GTC is headquartered in New York, with offices in Houston and Tel Aviv.

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Hillhouse

Location: China / Asia
Date of initial investment: 2011

The firm invests with a particular focus on high quality companies. Hillhouse partners with exceptional entrepreneurs to drive long-term sustainable growth.

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Jin Ge Asset Management

Location: Shanghai, China
Date of investment: 2020

Jin Ge Asset Management (“JGAM”) is a quantitative hedge fund that uses a systematic approach to invest in the China A-share market. The firm, founded in 2014 by Dr. Ge Jin, utilizes statistical arbitrage research and trading methods to generate attractive returns with controlled exposure to market direction, limited volatility and low correlation to traditional markets. JGAM pursues a diversified trading strategy which focuses on creating long term persistent alpha for investors in index enhanced and market neutral strategies. The majority of the JGAM’s investment professionals hold advanced degrees in STEM fields from leading international universities.

Kintbury Capital

Location: London, United Kingdom
Date of Investment: 2021

Kintbury Capital LLP is a London based investment adviser founded in 2015 by Chris Dale. The firm’s single strategy is low net Pan-European Equity hedge that invests based on fundamental long-term bottom-up company analysis with a low net exposure in order to generate a return that is uncorrelated to the market. By focusing on single stock alpha rather than beta the strategy aims to maximise idiosyncratic stock risk while reducing macro risk. Typically, the book contains 25-35 longs and 35-45 shorts. The strategy is run between 20% net long and short, both dollar and beta adjusted with a maximum gross of 250%.

Website

LMR Partners

Location: London, United Kingdom and Hong Kong
Date of initial investment: 2017

LMR Partners is an investment firm based in London and Hong Kong. LMR was founded in 2009 and runs a global, liquid and trading strategy employing both systematic and discretionary sub-strategies. The investment approach deploys capital to a diverse selection of mostly market neutral investment strategies spanning a variety of asset classes, regions and horizons. LMR aims to broadly balance systematic and discretionary methods. The systematic approach involves the collaboration of a team using proprietary software, large data sets and the latest technology to predict asset returns and execute trades in the optimal way. The discretionary strategies are run by a number of different groups or PM’s working collaboratively or independently.

Website

Magnetar Capital

Location: Illinois, United States
Date of investment: 2022

Founded in 2005, Magnetar Capital is a multi-strategy alternative investment manager that seeks to achieve stable risk-adjusted returns by opportunistically employing a wide-range of alternative credit and fixed income, systematic investing, healthcare, and energy and infrastructure strategies. Magnetar invests across regions and capital structures, in both public and private markets, applying fundamental and quantitative analysis. The firm is based in Evanston, Illinois, with additional offices in New York, London and Houston.

Man Group

Location: Global
Date of initial investment: 2017

Man Group is a global active investment management firm. The firm offers a broad range of products and services to address its clients’ investment needs, covering quantitative (Man AHL and Man Numeric), discretionary (Man GLG and Man FRM) and private markets (Man GPM). These engines house numerous investment teams, working collaboratively within the framework of Man Group, with a high degree of investment autonomy. Each team benefits from the strength and resources of the firm’s single operating platform, enabling their primary focus to be seeking to generate alpha for clients with a risk management framework central to its approach. The firm views its clients as the heart of everything it does and engages in close dialogue with investors as strategic partners, to understand their particular needs and constraints. Headquartered in London, with over $100 billion of funds under management, the firm has 15 international offices and operates across multiple jurisdictions. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index.

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Massar Capital Management

Location: Connecticut, United States and Austria
Date of investment: 2021

Massar Capital Management is an alternative investment management company founded in 2015 by Marwan Younes. The firm manages discretionary global macro trading strategies that seek to capture investment opportunities across liquid commodity, foreign exchange, fixed income and equity markets.

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Melqart Asset Management

Location: London, United Kingdom
Date of initial investment: 2017

Melqart Asset Management is a London-based Event Driven hedge fund manager. It runs the Melqart Opportunities Fund and aims to achieve positive risk adjusted returns through the cycle via a multi-asset class approach and a dynamic allocation across three main sub-strategies: merger arbitrage, special situations equity and sub-investment grade credit. Investing across the capital structure, the investment team employs a fundamental, bottom-up approach to portfolio construction and varies the allocation to each sub-strategy according to the economic environment.

Website

Nara Capital

Location: New York, United States
Date of initial investment: 2020

Nara Capital, LP is an investment firm based in New York City. The firm is wholly-owned by the partners and was founded in 2016.

Nara Capital seeks to derive returns from relative value opportunities in U.S. mortgage backed securities, with a particular focus on managing prepayment risk. The hedged strategy relies on integrated risk management and extensive analytics to capture the risk premia, whilst providing for specific positioning to asymmetric payout opportunities.

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Nekton Capital

Location: London, United Kingdom
Date of Investment: 2022

Nekton Capital (“Nekton”) is a London-based global equity hedge fund manager that invests using a fundamentally driven and opportunistic approach to capital deployment. Nekton seeks to generate superior risk-adjusted returns over the market cycle by identifying alpha opportunities across a number of strategies including Event Driven and Fundamental Long Short.

Website

Nine Masts Capital

Location: Hong Kong
Date of Investment: 2022

Nine Masts Capital Management (“NM”) manages a multi-strategy fund founded in 2010 from its headquarters in Hong Kong. The fund focuses on liquid relative value and arbitrage strategies, providing investors with alpha derived from uncorrelated and market agnostic return streams in and across a variety of asset classes including credit, equities, convertible bonds, FX and interest rates products. NM employs a repeatable investment process based on the overlap of fundamental, statistical, and technical factors, seeking predictable and consistent outcomes. Risk management is a key component and focus for the firm. The partners have worked together for 15 years and, together with employees, represent one of the largest investors within the fund.

Website

Ovata Capital

Location: Hong Kong
Date of initial investment: 2017

Ovata Capital Management is a Hong Kong based Equity Multi Strategy hedge fund manager established in 2017 focusing on Asian equity markets. Ovata dynamically allocates capital across complementary and uncorrelated strategies that are designed to generate consistent high risk adjusted absolute returns. The fund seeks to benefit from market and structural inefficiencies through short term relative value, event driven, liquidity and catalyst opportunities. The partners have a shared background of working together and a long history of equity investment and business management experience.

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Perseverance Asset Management

Location: China and Singapore
Date of initial investment: 2019

Perseverance Asset Management specializes in investing into Greater China public equities market and operates in Shenzhen, Shanghai, Beijing and Singapore. The firm adopts a multi-manager structure and its seasoned portfolio management team shares an average of near 20 years investment experience. While each portfolio manager has distinctive investment style, they all follow a fundamental bottom-up research driven investment philosophy and practice. Perseverance Asset Management offers equity hedge funds and long-only products in both RMB and USD vehicles.

Website

PIMCO

Location: California, United States
Date of initial investment: 2007

PIMCO is a leading asset manager specializing in global investments solutions. Founded in 1971, the firm is headquartered in California and has operations around the globe. They manage assets for a wide range of clients, from personal investors to central banks and multinational corporations. PIMCO Canada was launched in 2004 and is headquartered in Toronto.

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Palliser Capital

Location: London, United Kingdom
Date of Investment: 2021

Palliser Capital is a London-based global multi-strategy fund with a bias to Asian & European opportunities. Founded in August 2021, Palliser applies a value-oriented investment philosophy to a broad range of opportunities across the capital structure where complexity leads to undervaluation that can be monetised through an effort-intensive process or proprietary catalyst. Capital is allocated opportunistically across four core strategy areas: engagement, corporate transformations, distressed and opportunistic / deep value.

Website

Polymer

Location: Hong Kong
Date of initial investment: 2019

Polymer Capital Management is an Asia-Pacific focused, market-neutral, multi-manager hedge fund platform founded in 2019. Polymer aims to generate consistent, low-volatility returns by combining strong investment talent with disciplined risk management. The portfolio is constructed using a range of diverse alpha sources with high idiosyncratic content. Portfolio managers with strong track records of investment performance are selected and assigned specific risk, exposure and liquidity parameters tailored to their mandate. Polymer is formed in partnership with and supported by the robust infrastructure and resources of PAG, an established Asia-focused investment group.

Website

Rokos Capital

Location: London, United Kingdom
Date of initial investment: 2015

Rokos Capital Management LLP (“Rokos Capital”) is a London-based, discretionary global macro manager founded in 2015. The firm primarily pursues a combination of macro (economic change and monetary policy) and relative value (market inefficiencies) strategies across developed and more liquid emerging markets. The investment team is most active in fixed income, foreign exchange, commodities and equity indices with a strong emphasis on derivatives, options, and trade structuring.

Samlyn Capital

Location: New York, United States
Date of investment: 2013

The core investment philosophy of Samlyn Capital is to be value-oriented and rely on bottom-up, fundamental research. The investment objective of Samlyn Capital is to generate superior risk-adjusted returns on a sustainable basis while preserving capital. The strategy is global equity long/short.

Website

Seven Eight Capital, LP

Location: New York, United States
Date of investment: 2023

Seven Eight Capital, LP (“Seven Eight”) is an SEC-registered investment adviser established in 2012. Seven Eight deploys capital for its clients using statistical arbitrage strategies in the US and offshore equities markets. Its focus is on seeking excess returns on a risk-adjusted basis through the application of quantitative research, trading and risk management processes.

Website

Soroban Capital Partners LLC

Location: New York, United States
Date of initial investment: 2013

Soroban Capital Partners LLC (“Soroban”) is $8.5 billion+ investment firm based in New York which began investing in 2010. Soroban focuses on deep fundamental research to generate multi-year points of view on sectors and companies that support making concentrated global long/short equity investments. The firm’s founding partners have worked together for nearly a decade and the firm’s partners and employees are the largest single investor in the fund. The firm has 24 total employees including a small focused investment team of 10 individuals.

Springs Capital

Location: Beijing, China
Date of initial investment: 2013

Founded in 2007, Springs Capital is an alternative investment manager that specializes in Chinese listed companies with offices in Beijing, Hong Kong, New York, Shanghai, Shenzhen and Singapore. The firm’s investment style is contrarian bottom-up stock picking based on rigorous research in out-of-favor sectors. The firm typically runs a concentrated portfolio featuring high conviction names. Springs Capital offers both RMB products and USD accounts to serve domestic Chinese clients and global investors.

Website

SPX Capital

Location: Global
Date of initial investment: 2014

SPX was founded in 2010 by a group of professionals with extensive experience in the asset management industry. The firm specializes in discretionary global macro and fundamental equity strategies. SPX seeks to deliver superior returns through deep fundamental macro research in an effort to identify structural shifts in economies occurring over the medium to long term. The firm is wholly owned by its partners and has offices in New York, London, Singapore, Rio de Janeiro and São Paulo.

Website

Squadra

Location: Rio de Janeiro, Brazil
Date of investment: 2013

Squadra is a Rio de Janeiro based investment management company. Founded in 2007, the Firm dedicates its activity to a bottom-up investment process focused on the Brazilian equity market.

The hallmark of Squadra’s approach is deep fundamental research. The portfolio is a concentrated best ideas fund, with low portfolio turnover and a medium to long term investment horizon.

Website

Starboard Value

Location: New York, United States
Date of initial investment: 2014

Starboard Value LP is a New York-based investment adviser with a focused and fundamental approach to investing in publicly traded U.S. companies. Starboard invests in deeply undervalued companies and actively engages with management teams and boards of directors to identify and execute on opportunities to unlock value for the benefit of all shareholders.

Website

Tenaron Capital Management

Location: New York, United States
Date of initial investment: 2016

Tenaron Capital Management LP (“Tenaron”) is a registered investment adviser headquartered in New York, NY. Founded in 2015, the firm seeks to implement a combination of fixed income micro and macro relative value strategies, primarily in liquid government bond, futures and interest rate swap markets. Capital allocation among strategies is dynamic, based on the Co-CIO’s evaluation of the market environment and opportunity set.

Two Sigma Investments

Location: New York, United States
Date of initial investment: 2010

Two Sigma Investments, LLC (together with its affiliates, including Two Sigma Advisers, LLC, “Two Sigma”) is a process-driven, systematic investment manager. Two Sigma leverages vast amounts of information, powerful technology and human skill, including deep financial markets expertise, to seek to generate robust alpha with controlled volatility and minimal liquidity risk. Two Sigma manages assets across a range of absolute return, active extension and long-only strategies that invest in equities, commodities, fixed income, currencies and/or their derivatives. Founded in 2001 by co-chairmen John Overdeck and David Siegel, Two Sigma has a large team, nearly two-thirds of whom are involved with development, modeling and engineering. Two Sigma is headquartered in New York with additional offices in Houston, London and Hong Kong.

Website

Trexquant Investment LP

Location: United States, China and India
Date of investment: 2019

Trexquant Investment LP applies quantitative methods to systematically build optimized market-neutral portfolios in global equity markets. Trexquant’s strategies draw from an extensive library of trading signals and dynamically adjust allocations based on recent performance. Live production is driven by thousands of data variables that feed into the trading signals, and capital is allocated across thousands of positions in the United States, Europe, Japan, Australia, and Canada.

Website

ValueAct Capital

Location: California, United States
Date of initial investment: 2007

ValueAct Capital is a concentrated value-investment firm with offices in San Francisco, California. ValueAct Capital establishes substantial ownership positions in companies it believes to be fundamentally undervalued, and then works with company’s management and board of directors to implement business strategies that enhance shareholder value and create a return independent of the market. ValueAct Capital was established in 2000.

Website

Wellington Management

Location: Global
Date of initial investment: 2014

Tracing its history to 1928, Wellington Management is one of the largest independent investment management firms in the world. It is a private firm whose sole business is investment management, and serves as investment adviser for institutional clients in over 50 countries. Its most distinctive strength is its commitment to rigorous, proprietary research — the foundation upon which its investment approaches are built. Wellington’s commitment to investment excellence is evidenced by its significant presence and long-term track records in nearly all sectors of the global securities markets.

Website

Welwing Capital Group

Location: Hong Kong
Date of Investment: 2022

Welwing Capital Group (“Welwing”) is an alternative investment manager founded by Peng Zhang in 2020. A global firm headquartered in Hong Kong, it applies deep expertise to capture diversified alpha streams in global liquid fixed income and FX markets. Welwing offers its sophisticated long term institutional partners with high quality risk adjusted returns uncorrelated to traditional asset classes. The firm strives to be a “Value Creator” by combining sensible risk-taking, first-class technology, infrastructure and operational excellence.

Website

Wolverine

Location: Illinois, United States
Date of initial investment: 2011

Wolverine Asset Management, LLC a Chicago–based alternative asset firm, is a wholly-owned subsidiary of Wolverine Holdings. Founded in 1994, Wolverine has additional presence in New York and London and seeks to provide returns for its clients by investing in the equity, credit, commodity, and volatility asset classes.

The Wolverine Flagship Fund focuses on generating absolute returns through the use of arbitrage and relative value strategies. The results of its track record are attributable, in large part, to Wolverine’s in-house investments in quantitative financial modeling, network and trading infrastructure, data analysis, and risk management technology. Wolverine partners and employees comprise over 25% of the investor base, aligning their interests with those of outside investors.

Website

WT Asset Management

Location: Hong Kong and China
Date of investment: 2022

WT Asset Management is an equity investment manager with offices in Hong Kong, Beijing and Shanghai focusing on high-quality growth opportunities in China. Founded in 2017, WT funds target to produce superior risk-adjusted returns through a relatively concentrated portfolio in China equities. The manager aims to generate consistent long-term alpha through its bottom-up fundamental research and leveraging its deep local insight into the China markets.

Teams within Capital Markets

Our team is comprised of External Portfolio Management, Systematic Strategies Group, Investment Analytics & Engineering and Strategy, Risk & Operations.
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