Paris, France – March 14, 2024 – Capital Fund Management (CFM), a leading quantitative alternative investment firm headquartered in Paris with approximately $13 billion in assets under management, is announcing its strategic expansion into the U.S. private wealth market.1 Through a collaboration with Stifel, Nicolaus & Company, Incorporated (“Stifel”), a diversified global wealth management and investment banking company with over 2,300 advisors across the United States, CFM’s investment programs are now available to Stifel’s clients.
This development comes at a time of increasing demand from financial advisors for diversified investment strategies in the wake of underperforming traditional 60-40 portfolios and lackluster returns in alternative investments like real estate and private equity in recent years. There is also growing interest in uncorrelated investment strategies, especially during periods of market volatility. CFM’s suite of offerings exhibits low or negative correlation with both bonds and equities, offering investors a unique blend of stability and growth potential.
Brett Porter, Director, Hedge Funds and Liquid Alternatives at Stifel, expressed enthusiasm, stating, “It’s a pleasure to collaborate with CFM, a tenured manager with more than 30 years of experience in systematic investing. With return drivers not commonly found in traditional portfolios, quantitative exposure could be an attractive option for certain high-net-worth investors. CFM continues to push the application of data and analytical techniques in pursuit of alpha across and within its multi-asset universe.”
Commenting on the collaboration and expansion, Philippe Jordan, President of CFM International, stated, “This is an exciting development for CFM and we are delighted to be able to present our strategies, shaped through 30 years of investing, to Stifel advisors and clients. We have a long track record of delivering true diversification and genuine uncorrelated returns which are highly sought after by investors in today’s market environment.”
About Capital Fund Management (CFM)
Capital Fund Management (CFM) is a globally recognized quantitative alternative investment firm headquartered in Paris, France. With approximately $13 billion in assets under management, CFM specializes in multi-strategy quant and systematic macro strategies. The firm has a track record spanning over 30 years and offers investors the potential for compelling absolute returns with low or negative correlations to traditional asset classes.
Disclaimer
This press release is issued by Capital Fund Management S.A. (“CFM”). The information provided in this press release is general information only and does not constitute an offer or solicitation to subscribe to any fund or product. Any description or information involving investment process or allocations is provided for illustration purposes only. There can be no assurance that these statements are or will prove to be accurate or complete in any way. The value of any investment may go down as well as up and there is significant risk of loss of capital; past performance is not indicative of future results.
1. Will require Accredited Investor or Qualified Purchaser investor status
