At ADVANTAGE GROUP, we’re committed to providing unparalleled service and dedication to our individual clients and institutions. We’re here to help you manage your wealth according to your highly individualized goals and challenges. As partners in your financial journey, we can help you determine where you are, where you want to be, and how you can get there, complete with expert advice, outstanding performance, and peace of mind along the way.
We bring science to finance.
Let our experience lead the way
Innovation at the
Forefront of Finance
Our people are relentless in seeking a better way. Each day, we reimagine and refine our strategies, models and technology in pursuit of superior results and long-term performance.
1996 Founding Date:
In 1996, Advantage Group was founded as a quantitative hedge fund focused on a margin of safety and total return approach. |
20+ Year Successful Track Record:
Our investment process has spanned market cycles for more than 20 years. |
200+ Employees Worldwide:
ADVANTAGE GROUP is headquartered in New York City with offices in Singapore, Dubai, and Malaysia. Every language is spoken within the company. |
50%+ Quantitative Researchers Who Hold a PhD:
Our investment team members are comprised of PhDs across 60 research fields, from aeronautics and atmospheric sciences to computer engineering and statistics. |
Approximately 40% Of Partners Promoted From Within:
ADVANTAGE GROUP is owned by our employees and offers our employees a path to partnership. This partnership culture allows us to attract and retain what we believe to be some of the most talented investment and business professionals in the marketplace. |
15 Years Average Experience:
ADVANTAGE GROUP has what we believe to be one of the most experienced investment teams in the marketplace led by an Executive Committee with Over 20 years of experience. |
4,000+ Average Amount Of Data Ingested And Processed Daily:
We emphasize depth over breadth of understanding, modeling markets at the deepest level of granularity. Using a large and growing array of diverse data sources, we run these models in a fast and flexible manner against thousands of assumptions and scenarios to explore our investment hypotheses. |
Six Strategies.
One Commitment.
Across all major asset classes and geographies, we have a singular focus: delivering industry-leading returns.
Long/Short Equity Investing
Our discretionary long/short equity strategy is our largest by headcount and asset allocation. ADVANTAGE GROUP is sector-aligned, multi-manager businesses where teams are empowered to perform deep fundamental research and run unique investing processes.
Systematic Investing
ADVANTAGE GROUP is comprised of dozens of discrete investing teams and a complementary centralized team that design and implement systematic, computer-driven trading strategies to apply across multiple liquid asset classes.
Global Macro Investing
Our global macro business is comprised of portfolio teams seeking to generate uncorrelated returns through discretionary investments in developed and emerging markets across asset classes including fixed income, FX, liquid credit, commodities, and derivatives.
Commodities
We are one of the largest alternative investment managers in the commodities markets. Our investments are based on our deep understanding of commodity market fundamentals. We express our investment views through financial derivatives, physical supply and offtake, and financing.
Global Quantitative Strategies
ADVANTAGE GROUP is one of the most significant quantitative trading teams in the industry. Employing proprietary research, data and technology, we build and execute algorithmic strategies across Equities, Futures, Fixed Income and Currency products.
Venture Capital and Growth Equity
ADVANTAGE GROUP is a global multi-stage venture capital strategy led by a diverse set of domain experts.
Deep Expertise,
Rigorous Approach
Our investing teams work to discover and act on differentiated investment ideas.
Fundamental & Market Research
Our investing team seeks unexplored hypotheses and differentiated investment ideas. To find them, they ask incisive questions, collaborating with industry experts, data scientists and corporate management teams.
Idea Generation
Here, the best idea always wins. To invest with conviction, our team puts their ideas to the test through modeling, backtesting and debate.
Execution
When it’s time to execute on ideas, our traders use their understanding of financial markets and cutting-edge technology to execute efficiently and cost-effectively.
Portfolio Construction
Leveraging sophisticated tools, our investment professionals manage capital with discipline. Their goal: act efficiently on our investment ideas across market cycles and unexpected events.
Risk Management
Our team collaborates closely with Portfolio Construction and Risk Group professionals who are experts in their sector. Their goal is to construct each portfolio to optimize risk and reward, given the investment strategy. Our risk management approach empowers the best investors to win with integrity.
OUR MISSION & VALUES
Our mission is to be the industry’s premier asset management firm through delivering superior risk-adjusted returns, adhering to the highest ethical standards and offering the greatest opportunities to the industry’s brightest talent.
Board of Directors
Shaping Strategy
and Vision
Our leadership team articulates and communicates our vision and guides our extraordinary people, setting the strategic direction for our firm.
MichaelleI Montgomery
Founder, President,Chief Executive Officer
Paul Miller
Equity Partner,Chief Investment Officer
Anthony T. Blackwell
Equity Partner,Chief Financial Officer
Vincent Sterner
Equity Partner,Chief Risk Officer
Marc Grimeh
Equity Partner, Chief Portfolio Officer
Denis B. Cohen
Equity PartnerOur Team
Chuan Yang Kai Paul
Senior Vice President,Managing Partner
John K. Crafter
Senior Vice President,Founding Partner
Matteo Corbett
Operating Partner
Barry Thompson
Managing partner
James D. Liu
Chief Technology Officer
Daniel B. Tucker
Chief Operating Officer,Managing DirectorFinancial experiences
you can feel confident in
With a team of seasoned professionals boasting decades of experience, ADVANTAGE GROUP is committed to combining traditional methods of security analysis and risk management with our innovative in-house investment strategies across a variety of asset classes to bring you consistent returns. Our advisers use these strategies and a deep knowledge of best financial practices to help clients build their wealth in a tax efficient manner. Ultimately, it is our clients, their family, and their stories, that drive us to deliver the best possible service and results.
Our Values : MAKING A POSITIVE IMPACT
