Phillip Lee

Corporate Officer/Principal at

Surveyor Capital Ltd.

Consumer Services

Miscellaneous

Profile

Mr. Phillip Lee is a Head of Surveyor Capital at Surveyor Capital Ltd. He was named Deputy Head of Surveyor Capital U.S.
in 2021 and is a member of Citadel’s Portfolio Committee.
Prior to joining Citadel, he served as a Senior Analyst at Cadian Capital.
He started his career as an Analyst in the Technology Investment Banking division at Morgan Stanley.
He holds a bachelor’s degree in Economics from Dartmouth College and an MBA from the Stanford Graduate School of Business.

Phillip Lee active positions

Companies	Position	Start
Surveyor Capital Ltd. Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.	Corporate Officer/Principal	31/12/2020

All active positions of Phillip Lee

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Linked companies

Private companies	3
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Surveyor Capital Ltd. Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.	Miscellaneous

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