Samlyn Capital, LLC is a large hedge fund located in New York City. The firm has more than $10 billion in client assets under management (AUM) spread across 10 different pooled investment vehicles, also known as funds. The Samlyn Capital advisory team totals just 15 financial advisors. However, the firm also employs a team of additional employees who help the firm manage its daily operations. Samlyn also works with separately managed accounts and has three distinct investment strategies that entail long-short or long strategies, and it invests in a wide range of securities.
As is the case with all hedge funds, Samlyn Capital's funds are only available to accredited investors. If you're not an accredited investor, but are still trying to figure out how to best invest your money, consider using SmartAsset's free advisor matching tool.
Samlyn Capital Background
Samlyn Capital was founded in 2006 and has been in business as a hedge fund and an SEC-registered investment advisor since 2012. The principal owner and controller of Samlyn is Robert Pohly. He officially owns the company through his ownership interests in Samlyn, LP and Samlyn GP, LLC. Pohly is the managing member of Samlyn GP, LLC.
Samlyn Capital works with a variety of clients in its funds and through separately managed accounts (SMAs). These clients include both individual investors and indtitutional investors. Remember, though, that only accredited investors can invest in hedge funds.
Samlyn Capital Investment Philosophy
When it comes to investing, Samlyn Capital uses three distinct investment strategies. The first, is a long-short investment strategy for what it calls its Flagship Funds. The second is used in the firm's Long Alpha Funds and is a predominantly long investment strategy. The final strategy is again a long-short, market-neutral investment strategy used in the firm's Net Neutral Funds.
When it comes to specific investments, Samlyn and its team of advisors don't tend to limit themselves. They typically have broad and flexible investment authority over funds and accounts, pulling from a broad pool of potential investments and not keeping any investment categories off-limits. However, the firm does tend to concentrate on equity securities issued by both domestic and international companies.
When it comes to doing investment research, Samlyn relies on different sources, including financial statements, industry conferences, traditional research, industry contacts and outside consultants. Advisors use a combination of technical and fundamental analysis to inform their investment decisions.
Largest Hedge Funds Managed by Samlyn Capital
Samlyn Offshore Master Fund, LTD
- AUM: $4,578,294,080
- Minimum: $5,000,000
- Beneficial Owners: 127
Samlyn Net Neutral Master Fund, LTD
- AUM: $3,176,903,951
- Minimum: $1,000,000
- Beneficial Owners: 33
Samlyn Onshore Fund, LP
- AUM: $1,627,177,010
- Minimum: $5,000,000
- Beneficial Owners: 154
Samlyn Net Neutral Offshore, LTD
- AUM: $1,108,726,841
- Minimum: $1,000,000
- Beneficial Owners: 5
Samlyn Net Neutral Onshore Fund, LP
- AUM: $434,946,128
- Minimum: $1,000,000
- Beneficial Owners: 28
Fees at Samlyn Capital
Fees at Samlyn Capital are charged based on the specific fund or funds and vary from 1% to 2% annually. Fees are charged quarterly and in advance. These fees are based upon the value of the assets that currently exist in the fund, and Samlyn may waive some fees depending on the scenario. The fees are typically deducted from each fund directly, and they also exist for separately managed accounts.
The firm also takes performance-based fees from its funds. These fees range from 15% to 20% of the net annual profits of each fund and are also taken directly from the fund itself. Separately managed accounts may be subject to performance-based fees depending on negotiations between the firm and the client.
What to Watch Out For
Samlyn Capital has no legal or regulatory disclosures present on its SEC-filed Form ADV.
It's important to remember that when it comes to hedge funds, only accredited investors can invest. Accredited investors must have at least $200,000 of earned income ($300,000 for couples) over the past two years, plus an assumption that that will continue in the future. You'll also be considered an accredited investor if you have at least a $1 million net worth after subtracting the value of your primary residence, either on your own or together with your spouse.
Becoming a Client of Samlyn Capital
Remember that only accredited investors can work with Samlyn Capital. If you're an accredited investor and are interested in investing in one of its hedge funds, get in touch with Samlyn. You can do so by calling over the phone or by visiting its New York office. The firm is not publically traded, so you won't be able to buy stock in Samlyn Capital.
All information is accurate as of the writing of this article.
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