Schroders partners with Select Equity Group to launch Schroder GAIA SEG US Equity

Schroders announces the launch of Schroder GAIA SEG US Equity, a long biased US equity long short fund managed by Select Equity Group (“SEG”).

The fund will offer investors access to a high-conviction, differentiated strategy with a highly research driven approach to investing in quality businesses, with weekly liquidity. This is the latest addition to the Schroder GAIA platform which now has twelve funds and $5.4 billion of AUM as of 31 March 2023.

It is a UCITS adaption of SEG’s flagship long short US equity strategy, which launched in 1998, and has over $9.4 billion of assets under management as of 31 December 2022. It will launch via a merger to accommodate a transfer of shareholders from SEG’s existing Select Equity Long Short UCITS Sub-Fund.

Andrew Dreaneen, Head of Alternatives, Schroders, commented:

“At Schroders, our clients are always at the forefront of our investment strategy. Our partnership with Select Equity Group is a continued reflection of this focus as we continue to seek out attractive opportunities for our clients.

“This strategy’s fiercely independent research approach and quality-focused investment philosophy, makes it an excellent addition to the Schroder GAIA platform. We remain committed to providing investors with access to high-quality alternative managers in a liquid and regulated format.”

Founded in 1990, SEG is a leader among global investment managers. Based in New York, they manage over $40 billion in assets across long-only and long/short equity strategies that invest in high-quality companies across geographies and market capitalisations.

The launch of the fund marks the beginning of what Schroders expects will be a long-term partnership between the two firms.

Henry Davis, Principal, Select Equity Group, commented:

“We are pleased to partner with Schroders, which has established a reputation over many years of delivering value to clients. It’s an exciting time for both of our firms, as alternatives and long/short products are key strategic initiatives that we share. We look forward to combining our investment expertise with Schroders’ considerable scale and global reach.”

Wim Heirbaut

Press and media relations, BeFirm

 

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Schroders plc

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions, with €941.8 billion of assets under management at 31 December 2024. As a UK listed FTSE100 company, Schroders has a market capitalisation of circa £6 billion and over 6,000 employees across 38 locations. Established in 1804, Schroders remains true to its roots as a family-founded business. The Schroder family continues to be a significant shareholder, holding approximately 44% of the issued share capital.

Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. The company offers innovative products and solutions through four core business divisions: Public Markets, Solutions, Wealth Management, and Schroders Capital, which focuses on private markets, including private equity, renewable infrastructure investing, private debt & credit alternatives, and real estate.

Schroders aims to provide excellent investment performance to clients through active management. This means directing capital towards resilient businesses with sustainable business models, consistently with the investment goals of its clients. Schroders serves a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

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