Systematica Investments Limited is an investment advisory services firm which specializes in
investment management for hedge funds and managed accounts.
Systematica Investments Limited, a limited company incorporated in Jersey, was founded in
October 2014 and is controlled and managed by Leda Braga and her team.
We are a member of the Systematica Group which comprises (i) Systematica Investments GP
Limited, Systematica Investments UK LLP and Systematica Investments Singapore Pte. Ltd,
each of which acts as a sub-investment manager of certain of our clients and (ii) other related
persons described in Item 7 of Part 1A of Form ADV (collectively referred to herein as the
“Systematica Group”). Systematica Investments Limited, acting as agent of our funds and
managed accounts, has appointed Systematica Investments GP Limited, Systematica Investments
UK LLP and Systematica Investments Singapore Pte. Ltd to provide investment management
services to certain of our clients in our place, each acting as agent of the relevant clients. Each of
Systematica Investments GP Limited, Systematica Investments UK LLP and Systematica
Investments Singapore Pte. Ltd is registered as an investment adviser with the U.S. Securities
and Exchange Commission.
We specialize in a wide range of global investment strategies in both the stock and bond markets.
Our team advises clients on numerous investment strategies, including, systematic trading,
managed futures trading, and quantitative
strategies.
For more information on the investment strategy of each of our clients, please see Item 5:
Method of Analysis, Investment Strategies and Risk of Loss.
Our firm tailors advisory services in accordance with each client’s needs and investment strategy
as disclosed in its offering document or managed account agreement. Our advisors adhere to the
investment strategy and restrictions set forth in each client’s offering document or managed
account agreement. Restrictions on the types of securities in which we invest for our clients will
vary from client to client as disclosed in the client’s governing documents.
Abacos Atlantic Holdings Ltd., an ultimately wholly-owned subsidiary of Affiliated Managers
Group, Inc., holds a minority interest in our firm and certain of our affiliates. Affiliated
Managers Group, Inc., a publicly-traded asset management company (NYSE: AMG), holds other
equity and financial interests in certain other investment advisers unaffiliated with Systematica
Investments Limited.
We do not participate in wrap fee programs.
The amount of client assets that we manage on a discretionary basis, as of December 31, 2023,
was $18,131,843,665. As certain managed accounts employ varying volatility targets, the total
assets under management has been calculated by using the aggregate sum of the targeted risk of
the relevant accounts, as of December 31, 2023. We do not manage any assets on a non-
discretionary basis.