DANIEL OCH
Och-Ziff Capital Management

Organization

Inception

1994

Assets
      Current
      Peak

$3.5 billion
$3.5 billion

Edge

Focus on mandate, focus on unusual and complex securities, team

Office Location

New York, New York; London, England

Number of People

50

Type of Organization

Business units

His Role

Leads the four business units; managing member

Investment Committee

Yes

Reward System

Profits of the overall firm

Number of Investors

170

Type of Investor

Institutions, endowments; mostly U.S.

GP/Principals'
Ownership of Assets

80 percent of his net worth

Endowments
(Source: 1999 NACUBO)

Amherst College
Carnegie Mellon University
Colgate University
Middlebury College
University of Michigan
Yeshiva University

Methodology/
Portfolio Composition

Style

Research-driven, bottom-up

Number of Positions in Portfolio

140

Trades Taken

Risk-adjusted returns; avoids implicit/explicit correlation to stock market

Role of United States

75 percent