Hedge Fund - Inherent Group

Tony Davis Bio, Returns, AUM, Net Worth

Founded in Q1 of 2017, Inherent Group is a New York-based firm dedicated to compounding capital at risk-adjusted rates of return through investments in financially, environmentally, and socially sustainable businesses.

Tony Davis is the CEO and CIO of Inherent Group, with a career marked by leadership in finance and a strong commitment to social impact. Aside from being a co-founder and former President of Anchorage Capital Group, he also held significant roles at Goldman Sachs as a Portfolio Manager and Investment Banker. Tony's board memberships include Achievement First, focusing on education, Orion Engineered Carbons (NYSE:OEC) in environmental sustainability, and Ceres advancing climate action. He supports social enterprises through the Inherent Foundation. Tony holds an MBA from the Wharton School and an MA from The Lauder Institute at the University of Pennsylvania, complementing his BS from Brigham Young University.

Inherent Group is a hedge fund managing assets for 8 clients, with discretionary assets under management totaling $186,799,946 as per their Form ADV from March 2024. Their Q1 2024 13F filing reported $165,015,077 in managed 13F securities, with a top 10 holdings concentration of 99.43%. The fund's largest holding is 2,741,655 shares of Orion Engineered Carbons S.A.

Tony Davis
Fund Profile
Filing Period:
Fund Name: Inherent Group
Manager Tony Davis
Portfolio Value $165,015,077
Change This QTR +1.05%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. OEC 2,741,655 $64,483,726 39.07%
2. COOP 526,183 $41,015,964 -21% 24.85%
3. NEE 260,000 $16,616,600 NEW 10.06%
4.
Ishares Inc
213,405 $11,011,698 6.67%
5. VITL 432,046 $10,045,070 -3% 6.08%