Equities

Grounded in
Rigorous Research

Equities represents one of the largest and longest tenured strategies at Citadel. 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.

385+

Investment professionals

 

As of January 2024

4

Strategies across
North America,
Europe and Asia

40K+

Company meetings in 2023

46%+

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 & natural resources
  • Financials
  • Healthcare
  • Industrials & materials
  • Technology, media & telecom

World-Class Resources

We empower and equip investment teams to perform at their peak.

Mentorship

Our investment professionals receive tailored mentorship and guidance from our equities strategy heads and our Co-CIO, each of whom is an experienced investor in their own right.

Corporate Access

A full-service team secures high-quality C-suite interactions across the full breadth of companies that investment teams cover.

Business Development

Dedicated recruiters help build top tier investment teams, engaging thousands of candidates annually to find exceptional talent.

Technology

Equities-focused engineers partner closely with our investment teams and develop solutions that power our advantage.

Data

Investment teams benefit from robust data and analytics support throughout the investment process.

Quantitative Research

Equities-focused quantitative researchers provide investment teams with tailored performance analyses, deep insights and risk flags.

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

Discover Citadel Global Equities

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

Discover Surveyor Capital

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

Discover Ashler Capital

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