Zachary Freedman

Citadel Advisors employs, for the benefit of the funds, proprietary investment strategies based upon fundamental research as well as on quantitative analysis. The firm invests in the global public equity, fixed-income, credit and options markets.

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Provides brokerage services

Provides networking and connectivity services

Develops and manufactures solar micro-inverter systems for the solar PV industry

Functions as a College/University

Scoria Capital Partners allocates their funds’ capital among sector-specific portfolios which are mainly managed by a single portfolio manager. The Best Ideas Portfolio (BIP) is managed by the CIO (who also manages certain sector portfolios) with input from all of the sector specialists. In managing their respective sector portfolios, each sector specialist implements a process-driven, bottom-up/top-down investment strategy that focuses on both microeconomic, stock-specific factors and market-wide macroeconomic effects. The CIO invests the BIP in the best risk-adjusted/return opportunity ideas, which are developed by the CIO, in active and formal collaboration with the sector specialists, implementing a similar process-driven investment strategy. While the BIP is a stock-specific portfolio, macroeconomic factors or risk-based factors may sometimes override other considerations in the CIO’s trading decisions for the BIP. The sector portfolios use moderate leverage and are intended to have relatively low to standard volatility. In an attempt to reduce correlation, the sector portfolios do not hold overlapping portfolio positions and they are subject to formal risk parameters and trading limitations such as issuer concentration, capitalization of portfolio companies, limits on illiquid positions or leverage restrictions. The sector portfolios employ the following strategies: long/short equity; event-driven, including merger arbitrage; global macro, including fixed income and commodity components; and index-based.^

Aptigon Capital's portfolio management teams perform rigorous analysis of companies to develop medium-to-long term views on performance. Aptigon Capital focuses on investments in the the consumer, energy, financial, healthcare, industrials, communication, media & entertainment, and technology sectors.