Overview
Samlyn is a New York-based investment management firm that commenced operations in 2006 and has
been registered with the SEC since March 30, 2012. Samlyn, LP, a Delaware limited partnership, is the
sole owner of Samlyn. Robert Pohly indirectly principally owns and controls Samlyn through his
ownership interests in Samlyn, LP and its general partner, Samlyn GP, LLC, a Delaware limited liability
company for which Mr. Pohly serves as the managing member. Samlyn provides advisory services on a
discretionary basis to: (i) private pooled investment vehicles intended for sophisticated investors (each, a
“Fund” and collectively, the “Funds”); and (ii) a separately managed account (the “SMA”, and together
with the Funds, the “Clients”). Samlyn currently utilizes four distinct investment strategies on behalf of
the Funds: (i) a long/short investment strategy for certain Funds (collectively, the “Flagship Funds”); (ii) a
predominantly “long-only” investment strategy for certain Funds (collectively, the “Long Alpha Funds”);
(iii) a long/short, market-neutral investment strategy for certain Funds (collectively, the “Net Neutral
Funds”); and (iv) a portable alpha investment strategy for a Fund that invests its assets in (A) shares of a
Net Neutral Fund, and (B) shares of an exchange-traded fund (“ETF”) and options thereon (the “Portable
Alpha Fund”), in each case, as further described in the relevant Fund’s offering memorandum. The SMA
is managed to make large, concentrated investments in single stock positions that are typically also held in
the portfolio of one or more of the Funds.
Samlyn generally has broad and flexible investment authority with respect to its management of the Funds’
assets. Samlyn provides investment advisory services to
the Funds with respect to a wide range of
investments, although the Funds primarily invest (directly or indirectly) in equity securities issued by U.S.
and international companies.
In respect of the SMA, Samlyn makes investment recommendations to the holder of the SMA in accordance
with the terms of Samlyn’s investment management agreement with the SMA (the “SMA IMA”). Upon
receiving the prior written consent of the SMA holder to pursue a particular investment recommendation,
Samlyn has discretionary authority to determine the amount of the relevant issuer’s securities to be
purchased or sold and the timing of those transactions, subject in each case to compliance with the
investment guidelines, restrictions and other parameters set forth in the SMA IMA. The SMA’s assets are
also primarily invested in equity securities issued by U.S. and/or international companies.
Samlyn generally does not: (i) tailor its advisory services to the individual needs of investors in the Funds
(“Fund Investors”); or (ii) accept Fund Investor-imposed investment restrictions. While Samlyn does not
tailor its advisory services to the individual needs of the holder of the SMA, all investment decisions are
pre-approved by the SMA holder.
If Samlyn manages additional separately managed accounts in the future, such accounts will be subject to
investment objectives, guidelines and restrictions, fee arrangements and other terms individually negotiated
with such separate account holders. Any such additional separately managed account relationship would
generally involve a significant minimum account size.
As of December 31, 2023, Samlyn had $8,346,268,272 of regulatory assets under management, all of which
it managed on a discretionary basis.