Surveyor Capital

1

Overview

Established in 2008, Surveyor Capital is a fundamental equities business. Surveyor’s sector-aligned investment teams operate market neutral strategies and aim to generate alpha through a deep understanding of each company’s strategy, management teams, drivers of performance, and cyclical and secular industry trends over the medium and long term.

Approach to Investing

Utilizing their team’s internal research, and operating on Citadel’s leading-edge risk management platform, Surveyor’s portfolio managers use bottom-up, fundamental analysis, proprietary financial modeling, and extensive data and quantitative analytics to identify attractive investment opportunities.

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. In 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

Todd Barker
Head of Surveyor Capital

Todd Barker is Head of Surveyor Capital at Citadel and is a member of Citadel’s Portfolio Committee. Mr. Barker first joined Citadel in 2004 as a member of the Event Driven team and was then appointed Head of Global Equities Primary Strategies in 2005, Portfolio Manager in 2009 and Regional Co-Head of Global Equities San Francisco in 2012. Prior to joining Citadel, Mr. Barker served as a Financial Analyst for the Investment Banking and Equity Capital Markets divisions of Goldman, Sachs & Co. He serves as an advisory board member for the Mgrublian Center for Human Rights at Claremont McKenna College and received a bachelor’s degree from Claremont McKenna College.

By The Numbers1

Founded:
2008
Average years of analyst career experience:
14
Investment professionals:
180+
Average years of portfolio manager experience:
17
Offices:
  • Boston
  • Dallas
  • Greenwich
  • Houston
  • New York
  • San Francisco