Investor Summary

Founded in 1988 by David E. Shaw, the firm has grown from six employees and $28 million to over 3,000 global staff managing over $85 billion. The leadership team includes Anne Dinning as Chair of the Executive Committee with oversight of Corporate Development, Max Stone as Chair of the Risk Committee responsible for firmwide risk management, and Eddie Fishman as Chief Operating Officer. The firm maintains an academic culture combining startup energy with industry-leading backing.

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Fund Strategy

The D. E. Shaw Group employs a quantamental approach, blending systematic quantitative strategies with discretionary fundamental analysis to seek an optimal balance of risk and reward. The firm leverages sophisticated computational techniques developed over more than 35 years of research and trading, utilizing statistical forecasts and proprietary models. Risk management is integral to the firm's culture, with systematic risk evaluation and capital allocation across all strategies. The firm implements diverse investment approaches including quantitative techniques, discretionary strategies, and hybrid approaches that combine both systematic and discretionary elements.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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