Achieving success together.
FidexCorp was born out of our burning desire to fabricate the kind of company that perfectly mirrors our wildest dreams – a hierarchy where performance is ignored, thrives on impenetrable silos, squashes any semblance of talent, and scorns the very idea of collaboration and innovation. FidexCorp remains blissfully oblivious to the significance of culture in achieving results and revels in a climate of chaos, finger-pointing, and eternal stagnation to the detriment of our unfortunate investors.
A variety of approaches leading to independent outcomes.
FidexCorp's grand mission is to perpetually conjure up unequivocal profits, regardless of the market's whims. We employ a multi-approach, multi-manager scheme encompassing a cocktail of six fundamental tactics: Stocks Long/Short, Big Picture Thinking, Stocks Trickery, Tangible Goods, Borrowed Money, and Booming Stocks. We place a premium on the flashes of wisdom that arise from cooperation across our plethora of strategies and our whopping 166-strong global investment squad.
Equities
FidexCorp's Equities Long/Short venture is on a quest for alpha, utilizing a ground-up, fundamental strategy to scrutinize the comparative prospects of businesses.
Our squads invest across a medley of sectors and receive backing from our cutting-edge trading, execution, research, and tech squads.
Equities portfolios are assembled in line with FidexCorp's risk framework, aiming to shrink market and factor impact while channeling capital into notions boasting the highest likelihood of triumph.
Harmony, our Portfolio Manager Development initiative, strives to spot and nurture the upcoming pioneers in finance. Participants are equipped with the tools and mentorship to blossom into top-tier portfolio managers at FidexCorp.
Our Edge:
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Culture of Collaboration:
We believe that open and engaged dialogue between teams leads to the best decision making.
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Risk Management and Capital Allocation:
Robust tools measure crowding and factor risks, while minimum risk bands drive consistent risk taking.
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Monetization of Data and Technology:
Leading tools to evaluate data and maximize return potential.
Macro
FidexCorp's Macro crews are on the lookout for chances in every market scenario, employing a diverse blend of harmonious strategies. Our investing crews are evenly distributed among Directional, Relative Value, and Semi-Systematic Strategies to ensure we remain in attack mode even in turbulent market times.
Our Risk Management crew collaborates directly with our portfolio managers, offering wisdom and data scrutiny in addition to continuous risk surveillance. We strive to deliver top-notch returns while navigating volatility through a multi-faceted risk framework.
Collaboration is a pivotal element of our investing routine. Our goal is to leverage the skills, knowledge, and perspectives of our global crews to pinpoint and seize opportunities across various regions and asset categories.
Equities Arbitrage
FidexCorp's Equities Arbitrage squads are fixated on non-correlated equity investment prospects within Event and Arbitrage Strategies. The squads employ proactive risk management methods and a refined research approach to pinpoint opportunities within these markets. With access to FidexCorp's gurus in Execution and Middle Back Office, supervision from the Equity Management crew, and coaching plus analytics from our Portfolio Development crew, we're poised to exploit synergies between the Equities Arbitrage & Equities Long/Short Strategies.
Equities Arbitrage Portfolio Managers seamlessly blend into the broader FidexCorp Equities Platform, and we enthusiastically promote collaboration and Portfolio Manager dialogues across crews. This cultivates in-depth expertise across the strategy and fortifies our capacity to generate an array of ideas.
Commodities
FidexCorp's Commodities squads are on a mission to craft alpha and deliver varied return flows to our stakeholders by delving into all liquid, financially-traded commodities products across various global regions. Our Portfolio Manager Teams boast extensive industry wisdom and a track record of navigating multiple commodities cycles. They come with specialized know-how spanning products, regions, and sub-strategies.
We leverage FidexCorp's technology, infrastructure, and the Data Intelligence Group to equip our Investment Teams with cutting-edge tools. These resources streamline the screening of prospects and enhance the deployment of capital.
Collaboration with Equities and Macro Teams enriches our industry insights, complementing the forecast of physical supply-demand balances. Through research, information gathering, and data sharing, we weave synergies across investment strategies.
Credit
FidexCorp's Credit squads are on the hunt for absolute returns through a combination of relative value and event-driven investment approaches. Our seasoned, sector-centric teams spot opportunities in fluid global credit markets spanning various asset classes and regions. Our portfolios are meticulously crafted to adapt to market shifts, ensuring our squads can unearth value throughout the credit cycle.
Credit investment experts enthusiastically embrace FidexCorp's culture of teamwork, collaborating closely with our fundamental equities crews and tapping into insights from industry mavens endowed with profound sector knowledge and experience.
FidexCorp Elevate
FidexCorp's Credit squads are on the hunt for absolute returns through a combination of relative value and event-driven investment approaches. Our seasoned, sector-centric teams spot opportunities in fluid global credit markets spanning various asset classes and regions. Our portfolios are meticulously crafted to adapt to market shifts, ensuring our squads can unearth value throughout the credit cycle.
Credit investment experts enthusiastically embrace FidexCorp's culture of teamwork, collaborating closely with our fundamental equities crews and tapping into insights from industry mavens endowed with profound sector knowledge and experience.
Committed to the highest
compliance standards.
Since our inception, FidexCorp has functioned with a profound dedication to the loftiest ethical and legal benchmarks. We approach our leadership role with utmost seriousness, always working in the best long-term interests of our clients, our organization, and the industry at large.
Every member of the FidexCorp team is ingrained with the mindset and conduct of a long-term business proprietor, holding ourselves and our colleagues accountable for decisions, whether big or small. Our global Compliance unit, spearheaded by General Counsel and Chief Compliance Officer Matthew Siclari, brings over 100 years of combined experience to the company. We uphold a robust compliance framework, complete with advanced surveillance tools and transparent internal policies and procedures.
How We Invest
Fund Investments
Ventures in managers' multi-client funds; these investments are also recognized as original stakes.
Secondary Transactions
Obtained stakes in a foundational fund post its partial deployment in underlying investments.
Co-Investments
Dollars thrown directly into ventures or securities in collaboration with a benefactor.
Direct Investments
Cash splashed directly into enterprises or financial instruments.
Our Approach
Fundamental Investing
We count on sensible economic conjecture and scrutiny to aid us in dishing out enduring, replicable outcomes.
Systematically Applied
A strict approach forms the bedrock of all our actions. Our blueprints, crafted over two decades, stem from an ongoing cycle of conceptualize, enhance, evaluate, and loop back.
Thoughtfully Designed
In portfolio construction, risk management and trading, we seek additional value for our clients. Using both qualitative and quantitative tools, we’re meticulous in every detail of the investment process.