About us

Citadel Value Fund has focused on creating wealth for its investors since its inception in 2002. It is actively managed without reference to a benchmark and has consistently employed a deep value investment strategy aimed at minimizing the risk of permanent capital loss while striving to deliver attractive long-term absolute returns. Citadel is supported by a team of experienced professionals and institutions dedicated to safeguarding investors' interests. More information about Citadel and its team can be found below.

CITADEL VALUE FUND

SUCCESSFUL TRACK RECORD OF MORE THAN 20 YEARS

Citadel Value Fund has built a strong reputation as a successful equity fund, delivering attractive long-term returns. Over its more than 20 years of existence, Citadel’s team of experienced professionals has effectively navigated challenging market conditions by strictly adhering to its deep value investing principles.

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Board of Directors

A SAFE PAIR OF HANDS

Citadel Value Fund’s Board of Directors comprises of seasoned professionals with relevant experience in all aspects of fund management. The board is responsible for overseeing and controlling the Fund’s operations, always prioritizing the best interests of the Fund and its shareholders.

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Management Company

EXPERIENCED, INDEPENDENT AND KNOWLEDGEABLE

Pure Capital S.A. serves as Citadel’s Management Company and Domicile, playing a key role in the organisation. Pure Capital is responsible for all administrative tasks, manages the investments, and runs the risk management and compliance departments. As Citadel’s global distributor, Pure Capital is the primary point of contact for investors seeking to become shareholders in Citadel.

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Investment Advisor

GUARDING THE VALUE INVESTING PRINCIPLES

Citadel Value Fund’s Investment Advisor is at the core of the Fund’s value investing strategy. Edwin Flick and Felix Oberdorfer bring extensive expertise in value investing and strong track records in financial analysis from their previous senior roles at various banks and fund management institutions. Their longstanding dedication to fundamental company analysis provides crucial support to Citadel.

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Service Partners

BEST-IN-CLASS SUPPORT

Citadel Value Fund has partnered with trusted specialists in banking, custody, fund administration, and auditing to create a strong support system. This strategic outsourcing allows the Fund to concentrate on its core investment process while safeguarding shareholder interests through independent oversight.

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