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Viking Global Investors

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Viking Global Investors
Company typePrivate
IndustryInvestment management
FoundedOctober 1999; 25 years ago (1999-10)
FounderOle Andreas Halvorsen, CEO and risk manager, Brian T Olson and David C Ott
Headquarters
Stamford, Connecticut
,
US
AUMUS$59 billion (31 March 2021)[1]
Websitewww.vikingglobal.com

Viking Global Investors is an American investment management firm headquartered in Stamford, Connecticut that specializes in long-short equity, long-only equity, and private equity strategies.

History

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It was established in October 1999 by its CEO and risk manager, Ole Andreas Halvorsen, Brian T Olson and David C Ott.[2][3]

Ole Andreas Halvorsen previously worked for Julian Robertson at the firm Tiger Management, making Viking one of the 30 or more so-called "Tiger Cubs," funds founded by managers who started their investment careers with Tiger Management.[4]

In June 2017, Viking announced that it was returning $8 billion to investors to "reset to a smaller size."[5]

Viking was headquartered in Stamford, Connecticut as of 2023,[6] with offices in New York, Hong Kong, London, and San Francisco.[7]

In February, 2025 U.S.-based Viking Global built a new $526 million new position in Boeing while also investing in General Motors. Viking also bolstered its financial sectors in Bank of America, Charles Schwab and JPMorgan.[8]

Investment strategy

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The firm invests in public equities via a long-short strategy as well as a long-only strategy.[9] The firm invests in private equity via a hybrid strategy, which combines private equity investments with a public equities strategy, and a strategy that invests exclusively in private assets.[10] The firm also expanded into making credit and structured capital investments.[9]

References

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  1. ^ "FORM ADV" (PDF). SEC.gov.
  2. ^ "The Tiger in Winter". Institutional Investor. December 1, 2002.
  3. ^ "Viking Global Investors LP - Company Profile and News". Bloomberg.com. Retrieved 2020-10-11.
  4. ^ Gal, Bradley Saacks, Shayanne. "One of Julian Robertson's Tiger Cubs is at the center of a major market meltdown. Here's a look at the billionaire's sprawling web of hedge fund spinoffs". Business Insider. Retrieved 2021-06-13.{{cite web}}: CS1 maint: multiple names: authors list (link)
  5. ^ Goldstein, Matthew (June 12, 2017). "Viking Hedge Fund to Return $8 Billion to Investors". The New York Times. New York City, United States. Retrieved June 12, 2017.
  6. ^ "Form 3". sec.gov. Retrieved 7 April 2025.
  7. ^ Schott, Paul (20 February 2023). "Greenwich-based investment manager Viking plans relocation to Stamford". Connecticut Insider. Retrieved 1 March 2025.
  8. ^ "Hedge fund Viking buys Boeing shares, adds more JPMorgan, filing shows". February 15, 2025.
  9. ^ a b Mandl, Carolina (9 August 2023). "Hedge fund Viking reopens flagship fund after decade -sources". Reuters. Retrieved 7 April 2025.
  10. ^ Taub, Steve (5 August 2024). "Inside Viking's Private Investment Strategy". Institutional Investor. Retrieved 1 March 2025.
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