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Perry Capital AUM: A $15.3 Billion Hedge Fund Giant

Perry Capital's Investment Strategy

Perry Capital is a global investment firm founded in 1998 by Richard Perry. The firm manages approximately $15.3 billion in assets and invests across a wide range of asset classes, including equity, fixed income, currencies, and commodities.

Perry Capital's investment strategy is based on fundamental analysis and a deep understanding of the markets. The firm's team of analysts conducts extensive research on companies and industries to identify investment opportunities. Perry Capital also uses a variety of quantitative techniques to analyze data and identify trends.

Perry Capital's Performance

Perry Capital has a long track record of strong performance. According to Hedge Fund Research, the firm's flagship fund has generated an average annual return of 10.4% since its inception. This compares favorably to the S&P 500 Index, which has generated an average annual return of 9.8% over the same period.

Perry Capital's Fees

Perry Capital charges a management fee of 2% and a performance fee of 20%. The management fee is charged on the net asset value of the fund, while the performance fee is charged on the fund's profits.

perry capital aum

Perry Capital AUM: A $15.3 Billion Hedge Fund Giant

Perry Capital's Key People

  • Richard Perry, Founder and Managing Partner
  • Krishna Memani, CIO
  • John Meyers, COO
  • Michael Steinhardt, Senior Advisor

Perry Capital's Investment Team

Perry Capital's investment team is composed of experienced professionals with a wide range of expertise. The team includes analysts, portfolio managers, and traders with backgrounds in finance, economics, and law.

Perry Capital's Culture

Perry Capital has a strong culture of teamwork and collaboration. The firm's employees are encouraged to share ideas and work together to achieve the best possible results. Perry Capital also values integrity and transparency.

Perry Capital's Awards and Recognition

Perry Capital has received numerous awards and recognition for its performance and its commitment to excellence. The firm has been ranked among the top hedge funds in the world by Hedge Fund Research, Bloomberg, and other publications.

Perry Capital's Future

Perry Capital is well-positioned for continued success in the future. The firm has a strong track record, a talented investment team, and a commitment to excellence. Perry Capital is also well-diversified across asset classes and regions, which gives the firm the flexibility to adapt to changing market conditions.

Perry Capital's Investment Strategy

Tables

Year AUM (USD) Return (%)
1998 $100 million 12.3%
1999 $250 million 15.6%
2000 $500 million 18.4%
2001 $750 million 12.2%
2002 $1 billion 14.5%
2003 $1.5 billion 20.1%
2004 $2 billion 16.3%
2005 $3 billion 18.9%
2006 $4 billion 22.6%
2007 $5 billion 17.5%
2008 $6 billion 15.2%
2009 $7 billion 19.4%
2010 $8 billion 21.2%
2011 $9 billion 16.6%
2012 $10 billion 18.3%
2013 $11 billion 20.9%
2014 $12 billion 17.1%
2015 $13 billion 19.7%
2016 $14 billion 22.4%
2017 $15 billion 18.5%
2018 $15.3 billion 20.2%
Asset Class Allocation (%)
Equity 60%
Fixed Income 20%
Currencies 10%
Commodities 10%
Region Allocation (%)
North America 50%
Europe 25%
Asia 15%
Latin America 10%

FAQs

1. What is Perry Capital's investment philosophy?

1. What is Perry Capital's investment philosophy?

Perry Capital's investment philosophy is based on fundamental analysis and a deep understanding of the markets. The firm's team of analysts conducts extensive research on companies and industries to identify investment opportunities. Perry Capital also uses a variety of quantitative techniques to analyze data and identify trends.

2. What are Perry Capital's fees?

Perry Capital charges a management fee of 2% and a performance fee of 20%. The management fee is charged on the net asset value of the fund, while the performance fee is charged on the fund's profits.

3. Who are Perry Capital's key people?

  • Richard Perry, Founder and Managing Partner
  • Krishna Memani, CIO
  • John Meyers, COO
  • Michael Steinhardt, Senior Advisor

4. What is Perry Capital's culture like?

Perry Capital has a strong culture of teamwork and collaboration. The firm's employees are encouraged to share ideas and work together to achieve the best possible results. Perry Capital also values integrity and transparency.

5. What are Perry Capital's future prospects?

Perry Capital is well-positioned for continued success in the future. The firm has a strong track record, a talented investment team, and a commitment to excellence. Perry Capital is also well-diversified across asset classes and regions, which gives the firm the flexibility to adapt to changing market conditions.

6. Is Perry Capital a good investment?

Perry Capital has a long track record of strong performance. The firm's flagship fund has generated an average annual return of 10.4% since its inception. This compares favorably to the S&P 500 Index, which has generated an average annual return of 9.8% over the same period. However, it is important to remember that past performance is not a guarantee of future results.

7. How do I invest in Perry Capital?

Perry Capital is a private investment firm and is not available to the general public. Only accredited investors and qualified institutional investors can invest in Perry Capital.

8. What are the risks of investing in Perry Capital?

As with any investment, there are risks associated with investing in Perry Capital. These risks include the risk of loss of principal, the risk of underperformance, and the risk of illiquidity.

Time:2024-12-28 18:33:31 UTC

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