Balyasny Asset Management AUM Investment Strategy

Balyasny Asset Management's AUM investment strategy is focused on generating strong returns for its clients. The firm's approach is built around a global macro framework, which involves making bets on macroeconomic trends and market conditions.

Balyasny Asset Management's AUM has grown significantly over the years, driven by the firm's strong investment performance. As of [insert date], the firm's AUM stood at approximately $4.5 billion.

The firm's investment strategy is highly liquid, allowing it to quickly respond to changing market conditions. This flexibility is a key advantage in today's fast-paced investment environment.

A unique perspective: How to Start an Asset Management Firm

Balyasny Asset Management was founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley.

The firm was initially focused on long/short equity, which accounted for 70% of its risk as of 2020.

Dmitry Balyasny owns approximately 70% of the business.

Balyasny Asset Management does not have individual clients in the traditional sense, instead taking money into its pooled investment vehicles.

Take a look at this: Balyasny Asset Management Performance

The firm's headquarters is located in Chicago.

Balyasny Asset Management has undergone significant changes since 2018, including hiring new staff, changing its risk management approach, and transitioning to more institutional investors as clients.

In 2019, the firm was back into profitability.

As of May 2022, the firm had $15.7 billion assets under management and 1,100 employees, including 470 investment professionals.

By August 2023, the firm's assets under management had grown to $21 billion.

In 2023, Balyasny opened an office in Dubai.

The firm has diversified its strategies to include early stage investing, commodities, and macro, with more than half of its assets under management allocated to these areas.

As of March 2024, Balyasny had 23 partners.

If this caught your attention, see: Balyasny Asset Management Salary

Balyasny Asset Management employs a multi-strategy investment approach, which means they use a variety of strategies to manage their funds.

Their funds are divided into four primary strategies: fundamental long/short equity, macro, systematic trading, and equity arbitrage.

These strategies allow Balyasny to adapt to different market conditions and capitalize on various investment opportunities.

Market sectors used within the equities strategies include energy, healthcare, financial, industrials, information technology, consumer staples, and consumer discretionary.

By diversifying across these sectors, Balyasny can potentially reduce risk and increase returns for their investors.

Fees are based on a percentage of assets under management (AUM) at Balyasny Asset Management.

The exact rate each fund charges is confidential and generally not negotiable. Funds may also charge performance-based fees that are assessed at either a fixed rate of 20% or a tiered rate ranging from 10% to 30%.

Balyasny Asset Management has a fiduciary duty to act in clients' best interests, which is reassuring for investors.

Management fees are typically charged as a percentage of the fund's assets under management, which can range from 0.2% to 1.5% per year.

A fund with $100 million in assets might pay $200,000 to $1.5 million in management fees annually.

The fund's performance fees are usually calculated as a percentage of the fund's profits, often ranging from 10% to 20% of the net returns.

Performance fees can significantly impact the fund's overall returns, so it's essential to understand how they're calculated and what percentage of the profits they take.

The fund's assets under management can fluctuate over time due to various market conditions, which affects the management fees and performance fees paid by the fund.

Curious to learn more? Check out: Scion Asset Management Performance

Fees are based on a percentage of assets under management (AUM). The exact rate each of the funds charges is confidential and generally not negotiable.

Performance-based fees may be charged at either a fixed rate of 20% or a tiered rate ranging from 10% to 30%. This means the firm may take on more risk in pursuit of higher returns.

Balyasny Asset Management has a fiduciary duty to act in clients' best interests. This means they're obligated to prioritize their clients' needs above their own.

Consider reading: Are Asset Management Fees Tax Deductible

Dmitry Balyasny is the co-founder of Balyasny Asset Management (BAM), a hedge fund that was founded in 2021 in Chicago.

BAM was co-founded by a trio of individuals, including Scott Schroeder and Taylor O’Malley, who joined forces with Dmitry Balyasny to launch the firm.

Bruce Clarke co-founded Arrowstreet Capital, a Boston-based hedge fund, back in 1999, alongside Peter Rathjens and John Campbell.

The Man Group's capabilities are centered around access to cutting-edge technology and computing, especially around machine learning (ML).

A fresh viewpoint: Dimensional Fund Advisors Assets under Management