Entities

Citadel

Citadel

Entity Type
Location
Founding Date
1990

Citadel employs a range of strategies to deliver superior investment returns to its capital partners. It empowers the most talented minds in finance with an unparalleled combination of deep fundamental research, predictive analytics, and leading-edge technology to identify and capture new opportunities. Clients include corporate pensions, endowments, foundations, public institutions, and sovereign wealth funds.

INVESTMENT STRATEGIES


Equities

Citadel seeks to generate alpha by combining fundamental stock selection with proprietary analytical methodologies, grounded in rigorous risk management. It invests in companies in the Communications, Consumer, Energy, Financials, Healthcare, Industrials, Media and Entertainment, and Technology sectors.


Fixed Income & Macro

Citadel seeks to generate alpha by investing in fixed income securities in global markets using macro and relative value strategies. Its investment process blends quantitative analysis, fundamental research, and experienced judgment.


Commodities

Citadel seeks to generate alpha through directional and relative value strategies across both physical and financial commodities markets. It evaluates opportunities in natural gas, power, crude, and refined products, and agriculture, primarily in North America and Europe.


Credit

Citadel seeks to generate alpha by focusing on the relationships that connect corporate bonds, convertible bonds, bank debt, credit derivatives, credit indices, and equities.


Quantitative Strategies

Citadel seeks to generate alpha by combining rigorous fundamental research with mathematical and statistical models to identify and execute on investment opportunities.


Assets under management: $38 billion (as of March 1, 2021)