Surveyor Capital

Surveyor Capital is a longstanding fundamental equities strategy at Citadel, established in 2008. The firm operates with sector-aligned investment teams that conduct deep fundamental research, developing independent views on the companies they cover. These teams specialize in their respective industries, building trusted relationships with corporate management teams. Surveyor Capital employs a market-neutral risk framework to construct portfolios that minimize broad market exposures, aiming to generate alpha through a comprehensive understanding of each company's strategy, management, and industry trends. The firm's key strategies include fundamental long/short and equity capital markets, focusing on sectors such as consumer, financials, healthcare, industrials, and technology, media, and telecom. Surveyor Capital has offices in Chicago, Dallas, Greenwich, Miami, and New York. The firm emphasizes collaboration, continuous learning, and mentorship to develop top talent, ensuring each team member is positioned for success. This approach has led to a culture of meritocracy, where individuals are recognized and rewarded based on their performance and contributions. The leadership team, including Head of Surveyor Capital Phillip Lee, is committed to recruiting, developing, and retaining the best investment talent, setting teams up for long-term success. Under Lee's leadership, Surveyor Capital has advanced as a talent-forward strategy, focusing on building and scaling teams to achieve optimal performance. The firm's investment philosophy centers on rigorous research, disciplined risk management, and a commitment to delivering superior long-term returns for its investors. Surveyor Capital's track record reflects its dedication to these principles, contributing to Citadel's reputation as a leading hedge fund and financial services provider.