P SCHOENFELD ASSET Overview
P Schoenfeld Asset Management L is a hedge fund that manages 4.8 BN dollars in regulatory AUM and has 46 employees, of which 24 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 938MM in positions, representing 19% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 938MM in positions, representing 19% of the manager's regulatory AUM.
P SCHOENFELD ASSET StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
P SCHOENFELD ASSET Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
HZNP | 11.97% | Health | -8.73% | -0.87% | 1 | 10% | ||
ATVI | 10.04% | Tech | -8.1% | -1.24% | 0 | 18% | ||
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P SCHOENFELD ASSET Founders and Key Employees
Name | Title | In Position Since |
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Peter M. Schoenfeld | Ceo, Limited Partner (Of P. Schoenfeld Asset Management Lp) | June-1996 |
Reggi R. Gerber | Limited Partner (Of P. Schoenfeld Asset Management Lp) | June-1996 |
John M. Vassallo | Director Of Operations, Limited Partner (Of P. Schoenfeld Asset Management Lp) | June-1996 |
Peter M. Faulkner | Portfolio Manager (Of P. Schoenfeld Asset Management Lp) | January-2002 |
Dhananjay M. Pai | President And Chief Operating Officer | February-2007 |
James M. Malley | Portfolio Manager (Of P. Schoenfeld Asset Management Lp) | April-2009 |
Rick J. Weber | Portfolio Manager (Of P. Schoenfeld Asset Management Lp) | October-2008 |
Peter M. Schoenfeld | Designated Member (Of P. Schoenfeld Asset Management Llp) | January-2005 |
Peter M. Schoenfeld | Managing Member (Of Synapse I Llc) | December-1996 |
Reggi R. Gerber | Member (Of Synapse I Llc) | December-1996 |
Peter M. Schoenfeld | Managing Member (Of Synapse Ii Llc) | December-1996 |
Reggi R. Gerber | Member (Of Synapse Ii Llc) | December-1996 |
Peter M. Schoenfeld | Managing Member (Of Synapse Iii Llc) | June-1998 |
Reggi R. Gerber | Member (Of Synapse Iii Llc) | June-1998 |
Peter M. Schoenfeld | Managing Member (Of Synapse Iv Llc) | March-1998 |
Reggi R. Gerber | Member (Of Synapse Iv Llc) | March-1998 |
Vickramajit S. Sandhu | Chief Compliance Officer & General Counsel | September-2013 |
Richard A. Bilotti | Portfolio Manager (Of P. Schoenfeld Asset Management Lp) | July-2010 |
Omar N. Sayed | Portfolio Manager (Of P. Schoenfeld Asset Management Llp) | April-2011 |
Annie N. Lerner | Chief Financial Officer | May-2014 |
Douglas M. Polley | Portfolio Manager (Of P. Schoenfeld Asset Management Lp) | January-2002 |
P SCHOENFELD ASSET Brokers, Custodians, Auditors and Administrators
Type | Company |
---|
Administrator | Pro |
Administrator | Pro |
Auditor | Pro |
Auditor | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
P SCHOENFELD ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
PSAM is an event-driven investment adviser that invests in the securities and obligations of companies which, in the opinion of PSAM, are mispriced relative to their inherent or embedded value. The mispricing of these securities and obligations is generally attributable to a corporate action or corporate event (or a potential corporate action or corporate event) including, but not limited to (collectively, the “Event Activities”):
corporate reorganizations and business combinations including: mergers, joint ventures, exchange offers, cash and/or stock tender offers, spin-offs, leveraged buy-outs, management buy-outs, divestitures, rights offerings and privatizations;
corporate debt and balance sheet restructurings and financings including: bankruptcies, recapitalizations, liquidations, capital markets activities and bridge financings;
changes to a ...
Unlock Full Investment Process Description
PSAM is an event-driven investment adviser that invests in the securities and obligations of companies which, in the opinion of PSAM, are mispriced relative to their inherent or embedded value. The mispricing of these securities and obligations is generally attributable to a corporate action or corporate event (or a potential corporate action or corporate event) including, but not limited to (collectively, the “Event Activities”):
corporate reorganizations and business combinations including: mergers, joint ventures, exchange offers, cash and/or stock tender offers, spin-offs, leveraged buy-outs, management buy-outs, divestitures, rights offerings and privatizations;
corporate debt and balance sheet restructurings and financings including: bankruptcies, recapitalizations, liquidations, capital markets activities and bridge financings;
changes to a ...
Unlock Full Investment Process Description
P SCHOENFELD ASSET Portfolio Concentration
P SCHOENFELD ASSET Location
1350 AVENUE OF THE AMERICAS
21ST FLOOR
NEW YORK, New York
UNITED STATES, 10019
21ST FLOOR
NEW YORK, New York
UNITED STATES, 10019
P SCHOENFELD ASSET Contact Information
Phone Number: 212-649-9500
Fax Number: 212-649-9540
Website: http://www.psam.com
Fax Number: 212-649-9540
Website: http://www.psam.com
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