Hedge Fund - Thames Capital Management

Jay Genzer Bio, Returns, AUM, Net Worth

Established in June 2016, Thames Capital Management (TCM) is a New Jersey-based hedge fund manager founded by Jay Genzer, a former portfolio manager at Cantillon Capital Management. TCM aims to achieve its investment objectives through a long/short portfolio of global equity securities, equity-related securities, and derivatives across various industries and market capitalizations. The firm also has offices in New York and Florida.

Jay Genzer, based in the United States, is the Founder and Chief Investment Officer at Thames Capital Management. He brings extensive experience from previous roles at Thames Capital Solutions, as a private investor, and at Cantillon Capital Management and Lazard Asset Management. He earned his degree from Syracuse University, where he studied from 1984 to 1988.

Thames Capital Management is a hedge fund with three clients and discretionary assets under management (AUM) of $231,442,255 (Form ADV from 2024-03-21). Their latest 13F filing for Q1 2024 reported $240,323,786 in managed 13F securities, with a top 10 holdings concentration of 61.49%. The firm's largest holding is Microsoft Corp., with 44,612 shares.

Jay Genzer
Fund Profile
Filing Period:
Fund Name: Thames Capital Management
Manager Jay Genzer
Portfolio Value $320,995,340
Change This QTR +1.26%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. META 33,027 $18,905,976 +2% 5.88%
2. MSFT 40,843 $17,574,743 -9% 5.47%
3. MA 34,423 $16,998,077 5.29%
4.
Ge Vernova Inc
66,209 $16,881,971 +10% 5.25%
5. VRT 164,745 $16,390,480 +4% 5.1%
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