Anomaly Capital Management

Background

Anomaly Capital Management, LP, established in October 2019 by Benjamin Jacobs, is a New York-based hedge fund manager. The firm aims to generate attractive risk-adjusted returns through a long/short strategy, focusing on equity securities in sectors such as cyclical, consumer (including telecommunications, media, and technology), business services, and healthcare.

Key Strategic Focus

Anomaly Capital Management specializes in a long/short investment approach, targeting equity securities across various sectors, including:

Cyclical Industries: Investments in companies whose performance is closely tied to the economic cycle.

Consumer Sector: Encompassing telecommunications, media, and technology companies.

Business Services: Focusing on firms providing essential services to other businesses.

Healthcare: Investing in companies within the healthcare and wellness industries.

The firm's strategy emphasizes identifying opportunities that offer compelling risk-adjusted returns, leveraging in-depth research and analysis to inform investment decisions.

Financials and Funding

As of April 2023, Anomaly Capital Management reported discretionary assets under management (AUM) totaling $3.64 billion, marking a 28% increase from the previous year. The firm's 13F filings provide insights into its portfolio:

Q2 2024: Managed 29 stocks with a total portfolio value of $2.63 billion.

Q3 2024: Managed 28 stocks with a total portfolio value of $2.81 billion.

Pipeline Development

Anomaly Capital Management's investment portfolio is diversified across multiple sectors. As of Q2 2024, the firm's top holdings included:

Amazon.com Inc. (AMZN): 1,030,907 shares valued at $199 million.

Skechers USA Inc. (SKX): 2,883,838 shares valued at $199 million.

Corteva Inc. (CTVA): 3,496,069 shares valued at $189 million.

Alphabet Inc. (GOOGL): 983,948 shares valued at $179 million.

Core & Main Inc. (CNM): 3,608,523 shares valued at $177 million.

These holdings reflect the firm's strategic focus on consumer cyclical, technology, and industrial sectors.

Technological Platform and Innovation

Anomaly Capital Management employs a systematic and consistent approach to portfolio construction, emphasizing diversification and the integration of strategies with low correlation to traditional asset classes. The firm leverages advanced quantitative research methodologies to identify and capitalize on investment opportunities, ensuring a disciplined and research-driven investment process.

Leadership Team

Benjamin Jacobs: Founder, Managing Partner, and Chief Investment Officer. Prior to establishing Anomaly Capital Management, Jacobs served as Co-Chief Investment Officer at Viking Global Investors.

Naama Rosen: Chief Compliance Officer and General Counsel. Appointed during the reporting period ending April 2023, Rosen oversees compliance and legal matters within the firm.

Leadership Changes

In April 2023, Anomaly Capital Management appointed Naama Rosen as Chief Compliance Officer and General Counsel, reflecting the firm's commitment to robust compliance and legal oversight.

Competitor Profile

Market Insights and Dynamics

The hedge fund industry is characterized by intense competition, with firms striving to deliver superior risk-adjusted returns to attract and retain investors. Anomaly Capital Management operates within this dynamic landscape, focusing on sectors such as consumer cyclical, technology, and healthcare.

Competitor Analysis

Key competitors in the hedge fund space include:

AQR Capital Management: A global investment management firm known for its quantitative investment strategies and significant assets under management.

Other Hedge Funds: Various firms employing diverse investment strategies, competing for market share and investor capital.

Strategic Collaborations and Partnerships

Anomaly Capital Management's strategic collaborations and partnerships are not publicly disclosed. The firm focuses on internal research and investment strategies to drive performance.

Operational Insights

Anomaly Capital Management's disciplined investment approach, sector diversification, and experienced leadership team provide distinct competitive advantages. The firm's commitment to research-driven strategies and risk management positions it favorably within the competitive hedge fund landscape.

Strategic Opportunities and Future Directions

Looking ahead, Anomaly Capital Management aims to:

Expand AUM: Continue growing assets under management through consistent performance and investor confidence.

Enhance Investment Strategies: Further develop and refine investment methodologies to adapt to evolving market conditions.

Strengthen Compliance and Governance: Maintain robust compliance frameworks to navigate regulatory landscapes effectively.

Contact Information

For more information, visit Anomaly Capital Management's official website.

Note: Specific contact details such as address, phone number, and email are not provided in the available sources.