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.

P SCHOENFELD ASSET StockAlpha

-5.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

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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FEATURED IN
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P SCHOENFELD ASSET Founders and Key Employees

Name Title In Position Since
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 ...
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P SCHOENFELD ASSET Portfolio Concentration

P SCHOENFELD ASSET Location

1350 AVENUE OF THE AMERICAS
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:

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