J
Citadel-Inspired Global Quant Portfolio

Add to research

Index Performance

+2.08%
Citadel-Inspired Global Quant Portfolio
+2.09%
TMLARGE

Overview

Description

Analyzing Citadel’s portfolio performance involves understanding the hedge fund’s strategic investment choices and their underlying drivers. Citadel leverages a diverse range of strategies, balancing quantitative approaches with fundamental analysis to maximize returns. The drivers behind its performance include sophisticated risk management practices, extensive use of proprietary technology, and a strong emphasis on talent acquisition and retention. Citadel’s success also hinges on its ability to capitalize on market inefficiencies and maintain a broad portfolio diversified across asset classes and geographies. By mirroring Citadel’s investment style, one could potentially achieve a similar risk-adjusted performance through disciplined strategy execution and robust analytics. - [[Quantitative Trading Strategies]]: Algorithms and models designed to exploit market inefficiencies. - [[Risk Management Tools and Practices]]: Systems and methodologies Citadel uses to manage and mitigate investment risk. - [[Sector Diversification Strategies]]: Techniques for spreading investments across different industries to minimize risk. - [[Global Investment Opportunities]]: Investments in various global markets and asset classes to diversify geographic exposure. - [[Technological Innovation in Trading]]: Adoption and integration of cutting-edge technology to enhance trading operations and decision-making processes. This index was generated with help from Thematic Analyst.

  • Inception Date07/12/2024
  • WeightingEqual
  • # of holdings22
What's inside?

Holdings

All holdings as of February 11, 2025
CSV download
Intra-Cellular Therapies, Inc. (ITCI)6.60%$13.55B39.00%91.27%11.00
HealthEquity, Inc. (HQY)5.12%$9.75B20.55%56.14%7.28
Grand Investment Capital (GRCA)5.06%$1.70M126.89%83.74%2.45
The Goldman Sachs Group, Inc. (GS)4.97%$200.94B16.71%N/A5.42
Grid Dynamics Holdings, Inc. (GDYN)4.97%$1.95B12.94%37.43%2.70
Reliance, Inc. (RS)4.66%$15.72B-5.59%27.44%1.22
Chimera Investment Corp. (CIM)4.65%$1.22B-1.89%95.14%16.93
Ares Management Corp. (ARES)4.60%$58.34B6.12%85.11%N/A
American International Group, Inc. (AIG)4.54%$47.36B-90.91%N/AN/A
Limbach Holdings, Inc. (LMB)4.53%$1.06B4.81%26.32%1.75
Unum Group (UNM)4.51%$13.73B1.56%N/A1.39
Jackson Financial, Inc. (JXN)4.51%$6.80B-18.61%N/A2.45
Huntington Bancshares, Inc. (HBAN)4.51%$24.49B11.55%N/A3.41
Angi, Inc. (ANGI)4.48%$870.44M-12.78%87.66%0.77
Enact Holdings, Inc. (ACT)4.46%$5.19B3.83%N/A4.88
Heritage Financial Corp. (Washington) (HFWA)4.45%$856.57M4.64%N/A3.79
U.S. Global Investors, Inc. (GROW)4.43%$33.48M-10.98%99.07%1.42
Star Equity Holdings, Inc. (STRR)4.17%$6.72M30.93%15.32%0.85
Atomera, Inc. (ATOM)4.16%$248.93M-75.45%-31.11%2,155.02
Jupiter Fund Management Plc (JUP)3.88%$495.76M8.34%N/A0.32
Arq, Inc. (ADES)3.71%$240.84M16.58%30.82%1.82
urban-gro, Inc. (UGRO)3.06%$9.34M-7.29%18.51%0.29
Market data by FactSet
New feature

Thematic Research

View all of your research in one place. Toggle open the floating actions menu and click Open research sidebar to view your saved research for the current page.