Viking Global Investors LP

Viking Global Investors LP

Viking Global Investors LP

Overview
Date Founded

1999

Headquarters

55 RAILROAD AVENUE, GREENWICH, CT, 06830

Type of Company

Private

Employees (Worldwide)

177

Industries

Hedge Funds
Private Equity & Venture Capital
Accounting & Financial Services
Investment Services & Portfolio Management

Company Description

VGI is an active, long-term manager which aims to achieve maximum capital appreciation while mitigating general market risk by employing a hedged approach and taking short positions as well as long positions. The firm performs fundamental analysis to select investments primarily in public equity securities, but also in private equity and other financial instruments. They typically invest in companies located around the world that operate in a wide range of industries.

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Executives & Employees

Chief Financial Officer

Chief Operating Officer

General Counsel

Chief Compliance Officer

Associate General Counsel & Chief Compliance Officer

Head, Private Investments

Head of Tax

Head of Fund Accounting

Head of Investor Relations

Board of Directors

Co-Founder at Viking Global Performance LLC

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Viking Global Investors LP
Recent Transactions
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purchases BirchBox, Inc. from Viking Global Investors LP

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Walgreen Co., Walgreens Boots Alliance, Inc. purchase BirchBox, Inc. from Viking Global Investors LP

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Viking Global Investors LP purchases BirchBox, Inc. from Alven Capital Partners SA

Transaction Advisors
Legal Advisor

Advised onViking Global Investors LP purchases BirchBox, Inc. from Alven Capital Partners SA

Legal Advisor

Advised onRockefeller Financial Services, Inc. /Private Group purchases Rockefeller Financial Services, Inc. from RIT Capital Partners Plc (Private Equity) resulting in a new company Rockefeller Capital Management LP

Advisors & Consultants
Custodian

Goldman, Sachs & Co. (GS&Co.), a limited partnership registered as a U.S. broker-dealer and futures commission merchant, together with its consolidated subsidiaries (collectively, the firm), is an indirectly wholly owned subsidiary of The Goldman Sachs Group, Inc. (Group Inc.), a Delaware corporation. The firm is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.

Custodian

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Investment Services and Investment and Wealth Management. The Investment Services and Investment segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Wealth Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Custodian

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS). The firm was founded in 1987 and is headquartered in New York City. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Legal Advisor

Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP

Legal Advisor

Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP

Legal Advisor

Co-Chair, Securities Litigation & Enforcement Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP

Clients

The purpose of the YMCA retirement fund is to support YMCAs by providing pension and welfare benefit programs to empower YMCA employees to achieve economic security during their working and retirement years, thereby resulting in loyalty to the YMCA movement.

The Mission of SERS is to provide our members, retirees, and beneficiaries with pension benefit programs and services that are soundly financed, prudently administered, and delivered with understanding and responsiveness. Vision Where We Will Go - SERS understands the need to change based on our current environment and mission. Our values will help guide us as we explore the development of a sustainable pension and health care model, the creation of a "change-ready" culture, and the development of new strategic partnerships over the next five years. SERS will explore the costs and benefits of new types of pension and health care funding structures and investment models, eligibility and service delivery models to ensure the most efficient and effective uses of our members’ resources. SERS will review pension and health care plan design, eligibility and reduction factors in light of current and future environmental factors. In weighing the alternatives, SERS will keep in mind the overriding goals to: Maintain a sound level of funding. Provide access to health care for eligible SERS retirees and their dependents. SERS is committed to an organizational culture in which both Board and staff support success in meeting the challenges of our environment. This change-ready culture will require: Understanding the emerging needs of members and retirees, and how our partners can help us meet those needs. Highly skilled and empowered Board and staff members who clearly understand their roles and responsibilities, and are provided with the training, tools, and organizational support to enable success. Performance measures that hold vendors as well as SERS accountable for individual and team performance in achieving SERS’ goals. Collaboration and partnership within and across departments and partner organizations, focused on achieving the mission and goals of SERS. Continual process improvement and innovation to reduce costs and improve service levels. SERS believes that the key to achieving our mission will be through strategic partnerships with those organizations and individuals who have an impact on our members’ well-being and financial security. This new model of communication and collaboration will allow us to identify, and deliver solutions for, the issues of greatest impact to our members and retirees. SERS will explore new ways to communicate with our strategic partners: Multiple service channels for our members: (face-to-face, electronic, web, multi-lingual, etc.). Increased communications through employers, as well as directly to members and retirees. Lobbying and public education to minimize the potential for detrimental legislation. Education and communication to all partners, to provide: Realistic expectations of benefits Clear understanding of the value of the employers' investment Tools to assist our members in effective retirement planning and preparation Our Values Who We Are - We believe these deeply ingrained principles guide all of our actions and enable SERS to fulfill its mission: Member and Retiree Focus We focus on the needs of our members and retirees by “serving the people who serve our schools.” Integrity We believe in the highest professional standards and ethical conduct and the accountability needed to succeed and achieve our goals. We uphold ethical and professional conduct by word and example. Open Communication We practice respectful, direct, and proactive communication. Continuous Innovation We celebrate success and strive for quality, and continually seek better ways to fulfill our mission to our members and retirees. We value individual and organizational courage, and a willingness to change. Teamwork We are committed to achieving our mission in a manner that encourages participation and values each person’s contributions. Strategic Plan Creating a secure retirement requires a partnership among members, employers, and public retirement systems, each with important responsibilities. The SERS Leadership team defined the responsibilities for each partner for four critical elements of retirement security, and created a Retirement Security Compact. This Compact described each partners’ responsibilities and provided a framework that the Leadership team used in developing strategic priorities and tactics. Elements of a secure retirement include: A well thought-out plan for retirement Sufficient financial resources Good health Life resources In light of the Retirement Security Compact, the Leadership team identified 5 strategic priorities: Develop Long-Term Plan for Pension Security Develop Long-Term Plan for Healthcare Security Ensure Effective Board and Staff Collaboration Communicate Effectively with Stakeholders Ensure Appropriate Resource Structure (human, financial, infrastructure)

Responsibility for the operation and administration of MOSERS is vested in an eleven-member board of trustees. MOSERS seeks to minimize risk through proper diversification of plan assets. This is achieved through finding an appropriate mix of assets that possess varying characteristics that help reduce the overall volatility of the fund.

Investments
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Color Health, Inc. provides genetics services. It offers genetic testing services for hereditary cancers including breast, ovarian, colorectal, pancreatic, uterine, melanoma, prostate, and stomach cancers. The company was founded by Elad Gil, Othman Laraki, Taylor Sittler and Nish Bhat in 2013 and is headquartered in Burlingame, CA.

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Digital Arbitrage, Inc. develops enterprise scale cloud and subscription based internet applications for the hospitality industry. The company was founded by Richard Castle, Adam Harris and Phillip Kopp in 2012 and is headquartered in San Diego, CA.

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AlphaSense, Inc. engages in the development of a search engine for investors. Its product features company disclosures, broker research, internal content, regulatory sites, and news and trade journals. The company was founded by Jaakko Kokko and Raj Neervannan in 2008 and is headquartered in New York, NY.

Investors
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Co-Founder at Viking Global Performance LLC

Awards & Honors
Rank #17
2012
Hedge Fund Journal - 50 Largest US Managers
Sponsored by The Hedge Fund Journal
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