Mariner Investment Group harnesses extensive investment expertise and prioritizes rigorous risk management. Established in 1992, Mariner is a specialized investment advisory firm renowned for its expertise in alternative asset management. They offer tailored investment solutions across diverse markets to sophisticated investors.
Mr. William Michaelcheck founded Mariner Investment Group, LLC in December 1992 and currently serves as Chairman of Mariner’s Investment Oversight Committee. Previously, he held senior roles at Bear Stearns Companies, including Executive Vice President and Co-Head of the Fixed-Income Department. Mr. Michaelcheck began his career at J.F. Eckstein & Co. and served as a Senior Investment Officer at the World Bank. He has also been a member of the Chicago Mercantile Exchange Board and the Treasury Borrowing Advisory Committee. A Rhodes College and Harvard Business School graduate, Mr. Michaelcheck received the Lifetime Achievement Award at the 2014 Hedge Funds Review Americas Awards.
Mariner Investment Group is a prominent hedge fund managing discretionary assets totaling $126,018,245,192, as reported in their Form ADV on March 2024. With 40 clients, their latest 13F filing for Q1 2024 disclosed $321,882,752 in managed 13F securities and a top 10 holdings concentration of 99.68%. The firm's largest holding is SPDR S&P 500 ETF TRUST, with 389,332 shares held.
| Fund Name: | Mariner Investment Group |
| Manager | William Michaelcheck |
| Portfolio Value | $321,882,752 |
| Change This QTR | +0.87% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SPY | 389,332 | $203,647,889 | -39% | 63.26% | ||
| 2. | Invesco Exch Traded Fd Tr Ii | 3,900,000 | $82,485,000 | +86% | 25.62% | ||
| 3. | Ssga Active Etf Tr | 541,034 | $22,782,942 | +61% | 7.07% | ||
| 4. | IEF | 42,500 | $4,629,100 | NEW | 1.43% | ||
| 5. | JBLU | 350,000 | $2,597,000 | NEW | 0.8% |
