Nick Maounis' $2 Billion Fund Is up More Than 22%, Outpacing Rivals

Publish date: 2024-07-29

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Nick Maounis' Verition Fund Management has surged this year despite the pandemic, ongoing market volatility and the US election.

Sources tell Business Insider that the Greenwich-based multi-strategy hedge fund is up 22.3% for the year through October, after gaining 1.5% last month. 

The performance so far puts the firm near the top of the multi-strategy category in the industry, besting some better-known peers, according to performance numbers from a recent Institutional Investor article. Verition's 22.3% is better than billionaire Ken Griffin's $35 billion Citadel and billionaire Izzy Englander's $45 billion Millennium, which have returned 20.1% and 15.9% respectively.  

Balyasny leads the way for multi-strategy managers with returns of roughly 25% for the year. The Chicago-based fund was one of the few firms that made money during the initial market volatility caused by the pandemic in March. In an April letter to investors — after a first-quarter return of 4.75% — Dmitry Balyasny told investors that the firm was "increasing our trading oriented macro strategies across rates, FX, and equities."

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Large multi-strategy firms have been able to outperform throughout the year and avoid some of the troubles that quants and structured credit managers have run into. Hedge funds as a whole have trailed the stock market's performance this year, with Hedge Fund Research's global hedge fund index up a little over 1% for the year. 

See more: How $6 billion Balyasny trounced most hedge funds in the first quarter — and where it's focusing next after losing a top macro investor

Verition — which has $2 billion in assets and is run by Maounis and the firm's president Josh Goldstein — declined to comment. The firm runs five strategies — equity, credit, quant, event-driven, and convertible arbitrage — that are all positive, individually, for the year. 

Maounis is best known for his previous hedge fund, Amaranth Advisors, which closed in 2006 after a natural-gas trader lost billions in a trade gone wrong. He then started Verition in 2008, and has had success, with the firm's flagship fund averaging roughly 13% annual returns since its launch, according to a source familiar with the figures. 

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