Hedge Funds in Chicago - Preqin
[Pages:3]The Facts
Hedge Funds in Chicago
Hedge Funds in Chicago
alternative assets. intelligent data.
Using data from Preqin's Hedge Fund Online, this factsheet looks in detail at the hedge fund industry in Chicago, from investors and fund managers to recent fund launches and fund performance.
315
118
Number of Chicago-based hedge funds tracked on Hedge
Fund Online.
105
Number of hedge fund investors tracked by Preqin that
are based in Chicago.
Number of Chicago-based hedge fund managers tracked
by Hedge Fund Online.
+2.40%
Net performance of Chicago-based hedge funds
in 2015.
Locations of Chicago-Based Hedge Fund Managers and Investors
Hedge Fund Investors Hedge Fund Managers
Fig. 1: Largest Chicago-Based Hedge Fund Managers by Assets under Management
? 2016 Google Maps
Manager Citadel Advisors Balyasny Asset Management Chicago Equity Partners Driehaus Capital Management O'Connor Zacks Investment Management Alyeska Investment Group Anchor Bolt Capital RiverNorth Capital Management Kovitz Investment Group Elementum Advisors JHL Capital Group LLC
Page 1 of 3
Year Established 1990 2001 2000 1982 2000 1992 2007 2011 2000 2003 2009 2006
Assets under Management $24.0bn (As at 29 February 2016)
$11.8bn (As at 31 March 2016) $9.8bn (As at 31 December 2015)
$8.5bn (As at 31 April 2016) $5.6bn (As at 31 April 2016) $3.5bn (As at 31 March 2015) $3.1bn (As at 31 December 2015) $3.0bn (As at 31 January 2016) $3.0bn (As at 29 February 2016) $2.7bn (As at 31 January 2016) $2.4bn (As at 31 December 2015) $2.0bn (As at 31 March 2016)
Source: Preqin Hedge Fund Online
? 2016 Preqin Ltd. /
The Facts
Hedge Funds in Chicago
alternative assets. intelligent data.
Chicago-Based Hedge Fund Investors
Fig. 2: Chicago-Based Hedge Fund Investors by Type
Fig. 3: Strategy Preferences of Chicago-Based Hedge Fund Investors
1% 5% 2%
8%
22%
8%
9% 19%
13% 13%
Foundation
Fund of Hedge Funds Manager Private Sector Pension Fund Endowment Plan
Public Pension Fund
Wealth Manager
Family Office
Insurance Company
Asset Manager
Investment Company
Source: Preqin Hedge Fund Online
Proportion of Investors Long/Short Equity
Multi-Strategy Long/Short Credit
Event Driven Macro
Fixed Income Distressed
Risk/Merger Arbitrage
Relative Value Arbitrage
Fixed Income Arbitrage Managed Futures/CTA Diversified
90% 80% 76%
70%
64%
60%
50%
51% 47% 43% 43%
55%
40%
38% 34% 33% 32% 31%
30%
20%
10%
0%
Strategy Preference Source: Preqin Hedge Fund Online
Fig. 4: Five Largest Chicago-Based Hedge Fund Investors Fig. 5: Structural Preferences of Chicago-Based Hedge
by Current Allocation to Hedge Funds
Fund Investors
Investor
Boeing Company Pension Fund Exelon Corporation Pension Fund CNA Financial University of Chicago Endowment Abbott Laboratories Pension Plan
Type
Current Allocation to Hedge Funds ($bn)
Private Sector Pension Fund
5.5
Private Sector Pension Fund
2.2
Insurance Company
2.1
Endowment Plan
1.8
Private Sector Pension Fund
1.6
Source: Preqin Hedge Fund Online
Proportion of Investors
90% 82%
80%
70%
60%
50%
45%
40%
30%
20%
17%
10%
8%
0% Hedge Fund Fund of Managed Alternative Hedge Funds Account Mutual Fund
2% UCITS
Structural Preference
Source: Preqin Hedge Fund Online
Fig. 6: Hedge Fund Investors: Chicago-Based vs. All US-Based
Chicago-Based Investors All US-Based Investors
No. of Investors
105 3,183
Average Allocation to Hedge Funds (As a %
of AUM)
10%
14%
Average No. of Hedge Typical Hedge Fund
Funds in Portfolio
Investment Size ($mn)
8 - 9 11 - 13
23 - 48 14 - 41 Source: Preqin Hedge Fund Online
Preqin Hedge Fund Online: The Leading Source of Intelligence on the Hedge Fund Industry
Hedge Fund Online is Preqin's award-winning hedge fund information resource, incorporating all of our hedge fund data, intelligence and functionality, providing you with the most comprehensive coverage of the asset class available.
Arrange a demo to explore Preqin's Hedge Fund Online: demo
Page 2 of 3
? 2016 Preqin Ltd. /
The Facts
Hedge Funds in Chicago
alternative assets. intelligent data.
Chicago-Based Hedge Fund Managers
Fig. 7: Core Strategies Offered by Chicago-Based Hedge Fig. 8: Chicago-Based Hedge Fund Launches by Year of
Funds
Inception, 2000 - 2016 YTD (As at 8 June 2016)
0% 5% 3% 5%
34% 14%
14% 25%
Equity Strategies
Managed Futures/CTAs Multi-Strategy
Relative Value Strategies Credit Strategies
Event Driven Strategies
Macro Strategies
Niche Strategies
Source: Preqin Hedge Fund Online
Fig. 9: Performance of Chicago-Based Hedge Funds vs. All Hedge Funds
No. of Fund Launches
50
45
43
40
35
33
30
29
25
20
17
17
15
15
15
13
11
10
10 6
6
6
5
3
4
0
11 1
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 YTD
Year of Inception Source: Preqin Hedge Fund Online
Fig. 10: Fund Types Offered by Chicago-Based Hedge Funds
6%
5%
5.12% 4.75%
4.74%
4%
3%
2%
1.43%
1%
2.40%
2.83%
1.89% 1.60%
3.64%
0%
-1% -2% -1.19%
-3%
-1.80% -2.34%
8% 1% 25%
66%
Hedge Fund
CTA
Alternative Mutual Fund UCITS
Net Return 2016 YTD 12 Months
2015 2-Year Annualized 3-Year Annualized 5-Year Annualized
Chicago-Based Hedge Funds
All Hedge Funds
Source: Preqin Hedge Fund Online
Fig. 11: Five Recent Chicago-Based Hedge Fund Launches
Fund Club Hill Credit Fund Kabouter International Mission Offshore Fund SWIM Partners PW Partners Master Fund Systematic Alternatives Fund
Manager Club Hill Capital Kabouter Management SW Investment
PW Partners 50 South Capital Advisors
Source: Preqin Hedge Fund Online
Core Strategy Fixed Income
Long Bias Long/Short Equity Long/Short Equity
Multi-Strategy
Inception Date Jun-15 Feb-15 Jan-16 Jun-15 Jan-15
Source: Preqin Hedge Fund Online
Research Center Premium
All of the free research reports, newsletters, statistics and tools Preqin offers can be found in one place: Preqin's Research Center Premium. Browse industry reports and newsletters, keep track of the latest industry stats, access fund performance benchmarking tools and download charts and presentation slide decks.
For more information, please visit: rcp
Page 3 of 3
? 2016 Preqin Ltd. /
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- ranking the biggest franchise owners in the u s townnews
- u1 t1ie nunb is chain s list chicago s largest employers
- chicago s largest als crain s book of lists 2020
- chicago s 50 largest privately held companies loyola university chicago
- dd dance data project
- chicago s largest banks crain s book of lists 2020
- top 150 oem parts suppliers to north america automotive news
- 50 largest publicly traded companies loyola university chicago
- crain s chicago business list of chicago s atkore
- directory of chicago private equity firms crain s book of lists 2020
Related searches
- northwestern university in chicago il
- cna classes in chicago illinois
- movies in chicago area
- universities in chicago illinois
- public universities in chicago illinois
- used cars in chicago area
- colleges and universities in chicago il
- high schools in chicago illinois
- new starbucks in chicago il
- education in chicago public schools
- new starbucks in chicago address
- used cars in chicago illinois