Equities

Grounded in
Rigorous Research

Equities represents one of the largest and longest tenured businesses at Citadel. Our investment teams are the best-equipped in the industry. Taking a market-neutral approach, we pursue optimal returns regardless of market conditions. We are focused on investing in the most promising companies around the world, helping to ensure they can realize their ambitions.

Our investment approach is grounded in deep fundamental research and financial analysis. We seek out and absorb breadth and depth of information in order to make smart, data-driven investments. We are unrelenting in our search for critical insights and new sources of data, and we benefit from longstanding, trusted relationships with management teams of the companies we cover.

We apply our thinking through careful and thorough portfolio construction supported by the firm’s rigorous and disciplined risk management.

350+

Investment professionals

 

As of October 2022

4

Businesses across
North America,
Europe and Asia

35K+

Company meetings in 2021

55%+

Portfolio managers who were promoted from associate or analyst within our firm

Key Strategies

  • Fundamental long/short
  • Event-driven
  • Equity capital markets
  • Volatility

Sectors

  • Consumer
  • Energy
  • Financials
  • Healthcare
  • Industrials & materials
  • Natural resources
  • Technology, media & telecom

Citadel Global Equities

Established in 2001, Citadel Global Equities is our founding fundamental equities business.

Discover Citadel Global Equities

Surveyor Capital

In 2008, we launched our second fundamental equities business, Surveyor Capital.

Discover Surveyor Capital

Ashler Capital

In 2018, we started Ashler Capital, which has quickly grown to become one of our most significant businesses.

Discover Ashler Capital

Citadel International Equities

Citadel International Equities brings together the firm’s long-running equity operations in Europe and Asia as a standalone business.