Marshall Wace

Read About Hedge Funds

Key Facts

Founded1997
Websitehttp://www.mwam.com
HeadquartersLondon
Employees45
AUM$10.3 billion
AUM as ofMay 18, 2017
Clients12

Overview

Marshall Wace is a hedge fund based in London. It was founded in 1997 by Ian Wace and Paul Marshall. They hold $10.3 billion in assets under management as of May 18, 2017. Read their Plain English Brochure. Raised $3 billion for a new market neutral global Tops fundhttp://www.ft.com/cms/s/0/19cb7554-ee0c-11dc-a5c1-0000779fd2ac.html

26th largest hedge fund in Institutional Investor's 2008 Hedge Fund 100, up from 30th in 2007http://www.iimagazine.com/Rankings/rankingsHeFu100RGlobal08.aspx?LS=EMS204396

Key employees include:
* Des Anderson, partner at Marshall Wace Asia Ltd

Sub Funds and Performance

NameAUM (bn) Type Strategies 2011 2012 2013 2014 2015 Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
MW Eureka 8.175 None Long/Short 9.74 7.45 21.61 8.44 12.05
MW Global Financials 0.100 None Long/Short 3.21 -0.75 5.76 6.52 10.31
MW Global Opportunities 1.111 None Long/Short 27.16 6.83 13.37 6.3 6.38
Marshall Wace Europa Fund 0.121 None Long/Short 5.65 8.72 7.44 3.96 9.61
Marshall Wace Funds LP - Mw Americas Tops Long-Only (US) Fund II 0 hedge fund 50,000,000
Marshall Wace Funds LP - Mw Japan Market Neutral Fund (US) Fund II 0.132 hedge fund 5,000,000 2
Marshall Wace Funds Plc - Mw Japan Gekirin Fund 0.350 hedge fund 118,900 21 3.0 56.0
Marshall Wace Funds Plc - Mw Japan Market Neutral Erisa Fund 0.050 hedge fund 118,900 1 100.0
Marshall Wace Funds Plc - Mw Japan Market Neutral Fund 0.254 hedge fund 118,900 21 14.0 48.0
Marshall Wace Funds Plc - Mw Tops Erisa Fund 0.176 hedge fund 118,900 8 4.0
Marshall Wace Investment Strategies - Americas Tops Long-Only Fund 1.078 Other 118,900 1
Marshall Wace Investment Strategies - Americas Tops Long-Only Fund II 1.078 Other 118,900 1
Marshall Wace Investment Strategies - Japan Gekirin Fund 0.955 hedge fund 118,900 2 Barclays Capital Inc., Citigroup Global Markets Limited, Credit Suisse Securities (Europe) Limited, Deutsche Bank, Goldman, Hsbc Bank Plc, Jp Morgan Securities Plc, Merrill Lynch International, Morgan Stanley & Co. International Plc, Ubs Ag
Marshall Wace Investment Strategies - Japan Market Neutral Fund 1.077 hedge fund 118,900 4 Barclays Capital Inc., Citigroup Global Markets Limited, Credit Suisse Securities (Europe) Limited, Deutsche Bank, Goldman, Hsbc Bank Plc, Jp Morgan Securities Plc, Merrill Lynch International, Morgan Stanley & Co. International Plc, Ubs Ag
Marshall Wace Long Strategies Icav - Mw Americas Tops Long-Only Fund 0 Other 118,900
Marshall Wace Managed Accounts Plc - Mw Americas Tops Long-Only Fund 1.074 hedge fund 500,000,000 1
Mw Americas Tops Long-Only Fund LP 0.682 Other 10,000,000 3

Historical Performance

Marshall Wace TOPS Japan Fund up 26% in 2009 through November.http://www.bloomberg.com/apps/news?pid=20601080&sid=aP0nsZIz0KuE

Eureka Fund up .28% in February 2007
Eureka Interactive Fund down 1.32% in February 2007http://www.hedgefundintelligence.com/ar/Article.aspx?PositionID=22836

Returned 24.45% in 2006http://media.ft.com/cms/02fd5a42-f338-11db-9845-000b5df10621.pdf

Key People

NameTitlePositionOwnership
Suzan RoseChief Compliance Officer Owner or OfficerNone
Michael SargentChief Executive Officer Owner or OfficerNone

Articles