Select Equity Group, L.P.

Select Equity Group, L.P.
Last update 2024-02-16 160 Stocks (15 new)
Value $28.09 Bil Turnover 12 %
Portfolio Report

Select Equity Group, L.P. Profile

Select Equity Group is a hedge fund sponsor based out of New York City. The company was founded in 1990 by George S. Loening, who continues to play an active role in the company as its acting chairman and treasurer. Select Equity Group, since its beginning, has maintained a “research-intensive, value-biased approach to investing in high-quality businesses” with an initial focus on U.S. small to mid-cap companies. The company would expand its investments to include larger cap companies by the late 1990s and would again expand to include international opportunities by the 2000s. Select Equity Group invests in public equity markets on a global scale, utilizing a combination of fundamental and quantitative analysis to form a bottom up stock picking approach to make its investment decisions based on the research that the company conducts internally. The company invests most heavily in the consumer discretionary and industrials sectors, each making up approximately a quarter of its total investments, and also invests in the finance, health care, information technology, materials, energy, and transports sectors, among others to a lesser degree, in order of decreasing allocation. Select Equity Group currently has $17 billion spread across over 850 accounts, all of which are discretionary. The company has 95 employees taking care of its diverse client base, which includes high net worth individuals, which alone makes up over half of its clientele, individuals, pension and profit sharing plans, charities, pooled investment vehicles, corporations, state or municipal government entities, investment advisors, and insurance companies, among others, in order of decreasing clientele. Select Equity Group is currently owned in majority by itself with the remaining ownership split amongst Seg Legacy S. Corp., which holds just under 50% of ownership, and various key executives. The company currently offers eight strategies, which includes its Small-Mid Cap and Mid-Cap strategies.
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Select Equity Group, L.P. Total Holding History ($B)


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Select Equity Group, L.P. Past Portfolios

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