Ashler Capital

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Overview

Established in 2018, Ashler Capital is a value-oriented equity business that combines a fundamental investment approach and strong relationships with management teams in an effort to achieve consistently high risk-adjusted returns through investments in undervalued public companies.

Sector Focus: Consumer, Energy, Financials, Healthcare, Industrials, and Technology, Media & Telecom.

Approach to Investing

Ashler Capital employs fundamental research and financial analysis through a sector-focused approach. The portfolio management teams, which have decades of investment experience, combine deep industry knowledge and a rigorous investment process to formulate a differentiated view of the performance of companies.

Ashler Capital also identifies investments where there is an opportunity to engage with management teams pursuing opportunities to improve operating performance and strategic focus.

Offices: Chicago, New York, San Francisco

Leadership

Matt Simon
Head of Ashler Capital

Since joining Citadel in 2004, Mr. Simon has served in a number of roles including Portfolio Manager for the Global Equities Energy and Industrials team, Capital Goods Analyst on the Global Equities Industrials team and Analyst on Citadel’s Event Driven team. He served as Citadel’s Regional Head of Equities in Chicago from 2013-2016. Prior to joining Citadel, Mr. Simon was an Associate at Madison Dearborn Partners on their communications investment team and an Analyst at Salomon Smith Barney. Mr. Simon received a bachelor’s degree in Accounting with high honors from Lehigh University and a Master of Business Administration from Northwestern University’s Kellogg School of Management.