Hedge funds
We strive to provide our clients with objective hedge fund insights derived from our deep investment and operational due diligence.
Drawing on expertise from across our global organization, our goal is to select institutional-caliber hedge fund strategies consistent with clients’ objectives and risk tolerance.
Our dedicated professionals conduct extensive qualitative and quantitative due diligence across hedge funds globally.
We believe that hedge funds can help to pursue a wide range of objectives within suitable client portfolios. We therefore work with each client to understand their goals and how our platform may best help achieve them.
Diversify your portfolio with hedge funds
OBJECTIVITY
We select hedge fund managers from across the industry based on our intensive analysis.
Our research analysts cover thousands of managers, conducting rigorous investment and operational due diligence reviews on potential candidates.
We then work with you to select strategies consistent with your risk, return and liquidity goals.
CUSTOMIZATION
We provide a range of strategies and investment structures to enable tailored hedge fund allocation.
We offer single manager funds to help you get focused exposure to individual themes and other sources of returns.
We also offer fund of funds for broad-based exposure as well as custom portfolios for tailored access.
EXPOSURE
Our platform incorporates hedge funds offering risk exposure to various market factors, with a view to enabling each client’s broader portfolio objectives.
We offer both directional funds that seek returns in more positive market environments, and diversifying funds that seek less correlated exposure.
We can also help clients combine different funds to meet more bespoke objectives.
Meet our people
Michael Stein
Meet our wealth expert
Michael leads a global team of investment professionals focused on the origination, diligence, structuring, and oversight of hedge fund opportunities for Citi clients. He rejoined Citi in 2018 to oversee our customized hedge fund portfolios and fund of funds on the alternative investments platform.
Michael’s prior experience at Citi included as a Senior Portfolio Manager in charge of hedge fund portfolio management, and as a senior member of the Hedge Fund Research team, where he held the roles of Head of Investment Due Diligence as well as Strategy Head of Relative Value, Multi-Strategy, and Fund of Funds.
Prior to Citi, Michael was Head of Business Strategy at Field Street Capital Management. Earlier in his career, he held senior research and portfolio management roles at UBP and Battersby Capital. He began his career at D.E. Shaw & Co in 2002. Michael holds a bachelor’s in business administration from Georgetown University majoring in finance.
Daniel G. O’Donnell
Meet our wealth expert
Dan leads a team of professionals in Boston, New York, London and Hong Kong dedicated to identifying key themes across alternative asset classes, and originating opportunities for clients.
Prior to joining Citi, Dan worked for Bank of America’s alternative investment group, focusing on private equity and real estate origination and investment management. Dan also has experience working on all aspects of the underwriting and monitoring process for a wide range of buyout, venture capital, and real estate investments during his career in Bank of America’s principal investing division
Dan holds a bachelor’s degree from Pennsylvania State University and an MBA from the University of Chicago.
Michael Yannell
Meet our wealth expert
Michael is responsible for a team of investment professionals focused on origination, diligence, structuring and oversight of hedge fund opportunities for Citi Global Wealth Investments’ clients.
Prior to rejoining Citi in 2019, Michael was Head of Research and Co-Portfolio Manager at Gapstow Capital Partners. During his initial tenure at Citi, he served on the Hedge Fund Research and Management Team, and as Strategy Head, responsible for credit- and event-driven strategies.
Previously, he was involved in both portfolio management and research at UBP Asset Management. Michael began his career at State Street Corporation as an accountant.
He holds a bachelor’s in finance from Rutgers, New Jersey, as well as a CFA charter.
OUTLOOK
Alternative investments Outlook 2023
The past few quarters have been marked by uncertainty, volatility and public market paralysis which has stretched investor confidence as portfolios got whipsawed through the news headlines and Federal Reserve tightening cycle.
Insights
See our alternative investments insights and the issues that matter for your wealth.
Insights
See our alternative investments insights and the issues that matter for your wealth.
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