Citadel Global Equities

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Overview

Established in 2001, Citadel Global Equities (CGE) is Citadel’s founding fundamental equities business. CGE brings together the leading minds from across six primary investment sectors ranging from Consumer to Energy to Healthcare.

Within CGE, our Primary Strategies team supports corporate capital formation by investing in initial and follow-on issuances of stock.

Approach to Investing

CGE’s portfolios seek to bring capital to its fullest potential without regional or sector bias. Operating on a leading-edge risk management platform, CGE seeks to generate alpha by investing in companies offering the greatest opportunity.

CGE’s investment analysts specialize in a defined coverage universe, allowing them to focus on their companies in-depth. As part of Citadel’s commitment to fundamental research, CGE maintains strong relationships with companies across global markets.

Talent at the Center

Over the past 15 years, we’ve created merit-based career paths for our team members, offering growth opportunities in a culture that prizes performance over hierarchy. CGE’s portfolio managers average 16 years of experience, underpinning our apprenticeship-based approach to learning. Across the business, team members receive tailored training from the leading minds in the investment business, which is enriched by one-on-one coaching from supervisors committed to mentoring.

From day one, new colleagues are immersed in CGE’s investing process and encouraged to take the opportunity to make new discoveries. Analysts are armed with advanced data and analytics tools to solve the most complex investment challenges.

Leadership

Justin Lubell
Head of Citadel Global Equities

Justin Lubell is Head of Citadel Global Equities and is a member of Citadel’s Portfolio Committee. He joined the firm in 2019 as a Senior Managing Director and was subsequently appointed Head of Citadel Global Equities in 2020.

Prior to joining Citadel, Mr. Lubell spent more than a decade at Point72 Asset Management, where he was a Portfolio Manager specializing in the Media, Internet, Telecom, and Services industries and was a member of the firm’s Risk Committee. Before that, he was a Managing Director within the Equity Derivatives Strategy team at Bear Stearns & Co.

Mr. Lubell is a member of the Endowment Committee at Trinity School in Manhattan. He is a CFA charterholder and graduated magna cum laude from the University of Pennsylvania with a dual bachelor’s degree in Economics and Political Science.

By The Numbers1

Sectors of Focus:

Communications, Media & Entertainment
Consumer
Energy
Financial
Healthcare
Industrials & Materials
Technology

Average years of career experience:
11
Investment Professionals:
165+
Offices:
  • Chicago
  • New York
  • San Francisco
  • London
  • Greenwich
  • Los Angeles