A Differentiated Approach
At the core we are opportunistic investors, with a singular focus on generating attractive returns with minimal risk for our clients.
Platform Foundations
Unconstrained Opportunities
Our opportunistic and diverse investment model is driven by a firm-wide best ideas approach. This unique flexibility allows our team to identify opportunities and allocate capital swiftly across strategies and geographies, without artificial constraints.
Historical Capital Allocation Range 2008-present *
| Strategy | Maximum | Minimum |
|---|---|---|
| Fundamental Equities | 100% | 17% |
| Merger Arbitrage | 34% | 0% |
| Corporate Credit | 53% | 7% |
| Asset Based Finance | 30% | 0% |
| Convertible and Derivative Arbitrage | 34% | 6% |
* LMV % Nav.
Source: Sculptor Capital Management. The allocation ranges presented herein include data from January 2008 through March 31, 2024 (Note: the Asset Based Finance exposure only includes data since March 2008, which marks the inception of this standalone strategy). Past strategy allocations and exposures are not necessarily indicative of future allocations and exposures. Strategy allocations and exposures are measured on the first day of each month during the period. Additional details regarding our Historical Capital Allocation ranges and exposures will be provided upon request. Sculptor’s Asset Based Finance (ABF) investment strategy replaced its existing Structured Credit investment strategy, which originally commenced in March 2008. Effective May 2024, Sculptor made the decision to rebrand its existing Structured Credit investment strategy, and replace it with its Asset Based Finance (ABF) investment strategy. The rationale for this re-naming was for Sculptor to adopt current financial industry naming conventions, in order to present the recipient with more relevant and commonly used asset class and investment strategy descriptions. Additional information regarding this rebranding or the historical performance of Sculptor's Structured Credit investment strategy will be provided upon request.
Source: Sculptor Capital Management. The allocation ranges presented herein include data from January 2008 through March 31, 2024 (Note: the Asset Based Finance exposure only includes data since March 2008, which marks the inception of this standalone strategy). Past strategy allocations and exposures are not necessarily indicative of future allocations and exposures. Strategy allocations and exposures are measured on the first day of each month during the period. Additional details regarding our Historical Capital Allocation ranges and exposures will be provided upon request. Sculptor’s Asset Based Finance (ABF) investment strategy replaced its existing Structured Credit investment strategy, which originally commenced in March 2008. Effective May 2024, Sculptor made the decision to rebrand its existing Structured Credit investment strategy, and replace it with its Asset Based Finance (ABF) investment strategy. The rationale for this re-naming was for Sculptor to adopt current financial industry naming conventions, in order to present the recipient with more relevant and commonly used asset class and investment strategy descriptions. Additional information regarding this rebranding or the historical performance of Sculptor's Structured Credit investment strategy will be provided upon request.
Rigorous Process
Our process, honed over time, drives confidence and enables us to move quickly to seize opportunity on behalf of our investors.
30 Years
Of multi-strategy investing
Long-Tenured Team
Our team is multi-faceted and spans many distinct areas of expertise, geographies and skill sets. Because we have a one platform one team approach, we are able to leverage capabilities without artificial boundaries and can rapidly implement the outputs of innovative and creative thinking.
15 Years
Average senior investment team tenure
Three Integrated Strategies
With our “One team” culture and flexible approach, we are able to target opportunities without artificial constraints or bias, through five primary strategies.
Corporate Credit
Employ a highly opportunistic approach to corporate credit, with investments across performing credit, dislocated securities and event-driven and distressed situations.
Asset Based Finance
Invest across the breadth of the asset based finance universe, employing legal and structural expertise to generate differentiated investment profiles.
Exploit mispricing embedded in the convertible bonds and volatility space, leveraging expertise in structuring, hedging and fundamental equity and credit underwriting to generate consistent and uncorrelated returns.
Merger Arbitrage
Pursue mispriced opportunities in announced M&A transactions as well as those resulting from a wide range of other corporate actions.
Fundamental Equities
Undertake a rigorous fundamental research process to generate investment ideas across global equity markets with medium to long-term time horizons.
