Perella Weinberg Partners
Referent: David Baker
Unternehmensüberblick / Kernkompetenz
Brief Company Description
Perella Weinberg Partners is a leading independent, client-focused financial services firm providing advisory, asset management and energy securities research, underwriting and trading services to clients around the world. The Firm’s energy practice operates as Tudor, Pickering, Holt & Co. The Firm is designed to capitalize on the intellectual capital and complementary capabilities of these distinct businesses, as well as the extensive global network of Perella Weinberg’s Partners and Investors. Today, in its New York, Houston, Austin, London, Abu Dhabi, San Francisco, Dubai, Denver, Calgary, Los Angeles, and Chicago offices, the Firm is comprised of approximately 630 professionals recruited from a wide variety of leading financial institutions. The Firm’s strategic investors include leading global financial institutions and prominent families who control large industrial interests in North and South America, Europe and the Middle East. As of February 1, 2018, the Firm has approximately $13.7 billion in committed and managed capital on a global basis with a diversified mix of investors, including pensions, endowments, foundations, sovereign wealth funds, family offices, and fund-of- funds. Asset Management does not have the same global presence as Corporate Advisory; specifically, there is no asset management work conducted in Abu Dhabi and Dubai.
The fund focuses on North American equities and combines a long short equity book with a hard catalyst event-driven equity book, seeking to gain diversification and return benefits from the combination of the two. The strategy keeps its net exposure at low levels and maintains a low correlation to equity markets. The team utilizes a combination of bottom-up analysis with an array of investment tools including technical and sentimental indicators.