Money Manager Review

Renaissance Technologies Corp. 800 Third Avenue New York NY 10022

Contact : Andrew Porter Phone : 212-821-1502 Fax : 212-829-0351 Email : [email protected] Web : http:// Company Information Type of organization : S Corporation # of Accounts Managed : 1,000 Total Assets Managed ($Mil) : 29,437 In-House Research : 100% Tax-Exempt Managed ($Mil) : 0 Carries liability ? : No Taxable Assets Managed ($Mil) : Errors & Omission Insurance? : No Year Founded : 1982 Socially Responsible? : No Wrap Programs Offered? : No Minority Owned? : No

Wrap Program Description In $ Thousands Company History

Founded by Dr. James Simons in 1982, Renaissance Technologies Corp. is an investment management company dedicated to producing superior returns for its clients by strictly adhering to mathematical and statistical methods in the design and execution of its investment programs. We believe that the investment problem is ultimately a mathematical problem that applied scientific research, advanced statistical methods, and robust technology are well suited to solve. We are unlike traditional equity managers who may adhere to a style-oriented investment philosophy such as value, growth, or GARP. Specifically, we critically review potential predictive Sources (factors) for theoretical and practical soundness, but are not predisposed as to their nature or form. Nor are we rigid in adhering to certain factors as their -generating abilities are arbitraged away. Continuous improvement and adaptation is required for a quantitative system to maintain its investment edge. This is a fundamental attribute of our investment approach and engrained in the culture we have developed over the last twenty-plus years. The Renaissance Institutional Equities Fund (RIEF) is a quantitative, biased US equities fund that utilizes much of the predictive, risk-modeling, and cost modeling technology of Renaissance’s flagship Medallion Fund. RIEF, which is traded completely in accordance with computer models, is designed to add significant value over U.S. equity market indices, with substantially less risk, over three-to five-year time horizons. Renaissance's flagship Medallion Fund, formed 1988 and closed to outside investors since 1993, has returned approximately 33% per annum (net of fees) since inception, but RIEF, which is designed to accommodate the needs of large institutional investors, is currently open to investment. Renaissance Technologies Corp. has been an SEC Registered Investment Adviser since 1998, has offices in ; East Setauket, NY; Berkeley, CA; London, UK; and Milan, Italy; and manages over $29 billion for institutional and high-net-worth clients worldwide.

Assets by Client Category Professional Categories Assets # of Clients Amount ($Mil) Total # of Professional : 225 Analysts : 0 Individuals/Trusts : Portfolio Managers : 0 Traders : 0 Limited Partnership : Client Service : 0 Operation : 0 Foundations : ERISA : Unions, Taft-Hartley : Public : Others : Company Personnel Mr. Anthony Yu Client Contact Tel : 212-821-1502 Email : [email protected]

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Gross or Net? : Net Reporting Method? : GIPS Compliant : Yes Product's Top Holdings:

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Page 2/2 ManagerReview.com - Your Guide to Leading Private Money Managers - Telephone (415) 386-7111 Copyright © 2007 Money Manager Review™. All Rights Reserved. (For information, restrictions, & disclosure see www.ManagerReview.com) 01-Oct-2021