Surveyor Capital

1

Overview

Established in 2008, Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. At the core of the Surveyor investment process, sector-aligned investment teams focus on understanding each company’s strategy, management team, drivers of performance, and cyclical and secular industry trends over the medium and long term.

Within Surveyor, our Primary Strategies team invests globally in companies raising capital via initial public and follow-on equity offerings.

Approach to Investing

Surveyor’s independent sector-aligned portfolio teams take a diligent, bottom-up investment approach. Detailed fundamental research and financial analysis are coupled with rigorous portfolio construction on Citadel’s leading edge risk management platform.

Talent at the Center

Surveyor takes a platform approach to talent, offering the industry’s top performers an infrastructure that empowers them to reach their full potential. Using the firm’s risk management resources, proprietary trading tools, dedicated R&D and technology teams, portfolio managers are able to capitalize on their experience, ideas, and insights.

Leadership

Phillip Lee
Head of Surveyor Capital

Phillip Lee is Head of Surveyor Capital at Citadel and a member of Citadel’s Portfolio Committee.

Phillip joined Citadel in 2013 as a Senior Analyst and was promoted to Portfolio Manager in 2015, specializing in the technology sector. Phillip was named Deputy Head of Surveyor Capital U.S. in 2021.

Prior to joining Citadel, Phillip served as a Senior Analyst at Cadian Capital. He started his career as an Analyst in the Technology Investment Banking division at Morgan Stanley.

Phillip holds a bachelor’s degree in Economics from Dartmouth College and an MBA from the Stanford Graduate School of Business.

By The Numbers1

Founded:
2008
Average years of analyst career experience:
13
Investment professionals:
175+
Average years of portfolio manager experience:
17
Offices:
  • Boston
  • Dallas
  • Greenwich
  • Houston
  • New York
  • Chicago
  • San Francisco
  • London
  • Hong Kong