*not financial advice



THE GAINS

Ken Griffin pulled a nice few "billi" last year!

His fund Citadel, managing around $54 Billion in investors' capital, pulled in around $28 Billion return in one of the worst historical trading years up to date...

The flagship fund gained an amazing return of 38.1% last year, breaking the company's records while going against the bad waves in the markets.

And what did Ken Griffin and his team do to celebrate?

Well, they reserved the entire Disneyland in Orlando for the company's 10,000 employees.

Not to mention that Griffin's fortune has grown exponentially, from $8 billion in 2018 to $28 billion in 2022.

Citadel's total assets have also grown from $24 billion to $54 billion...

And the company's hedge fund part has had average results of 19% a year over the last 20 years, outperforming the market by a large margin.

Citadel is known for passing on random fund costs to investors, such as technology or hiring new people.

This takes the normal 2% management fee up to 5-10%.

With that success, Ken also ranks among the highest-paid CEOs on Wall Street. On average, he pocketed US$1.3 billion per year over the past 5 years...




CITADEL'S STRATEGY

Their investment strategy is built on a combination of quantitative analysis and fundamental research.

The firm uses advanced mathematical and statistical models to identify and exploit inefficiencies in financial markets. These models are used to analyze large amounts of data and make trades at a very high frequency.

This is known as high-frequency trading (HFT) which is a strategy that uses powerful computers to execute a large number of trades in a very short period of time.


Citadel also uses fundamental research to identify long-term investment opportunities.

They have team of analysts who study the financial performance of companies, industries, and economies to identify trends and potential investments. This team also uses this information to identify potential risks and opportunities.


Citadel's portfolio is broad and diverse, with investments across a wide range of asset classes, including stocks, bonds, derivatives, currencies, commodities, and real estate.

The firm also uses a variety of investment vehicles, including hedge funds, private equity funds, and venture capital funds. This diversification helps to mitigate risk and ensure consistent returns.


Citadel is a hedge fund which means they use a variety of financial instruments and strategies to generate returns, such as long and short positions, leverage, options, futures, and other derivatives.

They also use a variety of investment vehicles, such as hedge funds, private equity funds, and venture capital funds, to invest in different types of assets and markets.


To bring it all together, Citadel's success is largely due to its talented team of investment professionals, its use of quantitative and algorithmic trading techniques, and its diverse portfolio of investments. The combination of these factors allows Citadel to quickly identify and capitalize on market opportunities while mitigating risk and ensuring consistent returns.

Talk Friday!
Bridger Pennington

P.S. Fund Launch LIVE tickets are going fast and the price will raise again soon: