Managers Running Solo

This week, we launched a new search feature that allows OWL users to utilize factors such as location, fund type, AUM, and team size when searching for fund managers in OWL. As an example of what users can do with this new feature, we ran a query to find managers with one-person investment teams. There are over 350 firms in OWL with solo investment teams - we went through the entire group and recently shared a curated list with OWL’s customers, a small sample of which is below.

If you’re interested in learning more about using OWL to find and monitor fund managers, reach out!

Camelot Capital Partners

• Location: Laguna Beach

• Key Person: William Barker

• AUM: $846 million

• Note: Concentrated public equity; Backed by MIT

Emeth Value Capital

• Location: New Orleans

• Key Person: Andrew Carreon

• AUM: $119 million

• Note: Public Equity. Letters & Returns publicly available here

 Maren Capital

• Location: Chicago

• Key Person: Brad Schatz

• AUM: $889 million

• Note: Public Equity, backed by Blackstone Alt. Asset Mgmt.

 Quinn Opportunity Partners

• Location: Charlottesville

• Key Person: Patrick Quinn, ex-Perry Capital

• AUM: $1 billion

• Note: Value and Event-Driven public equity, backed by Yale & William Grant Foundation

 QVIDTVM

• Location: The Woodlands, TX

• Key Person: Burak Alici

• AUM: $437 million

• Note: Global Equity, backed by Harvard

Disclaimer – the size of each firm’s investment team is self-reported in regulatory filings by the managers. While we’ve seen a few cases where the self-reported number appeared wrong, we’ve tried to cross-reference the numbers above against LinkedIn and other sources.

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• Article on Brown Advisory’s growing interest in ‘portable alpha’

• GEM is hiring a Director of Investments

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• Alaska Permanent Fund is hiring a Director of Real Estate

About Old Well Labs

OWL is an intelligence platform built for allocators, by allocators. Leading endowments, foundations, and family offices use the system to find, monitor, and connect with thousands of fund managers globally. OWL's analytics engine has collected over one billion data points from 65 countries. We make it easy for allocators to find and track information about the managers they care about – not just positions but also performance analytics, people data, business information, and details about the manager investments of other allocators.

Disclaimers

Returns represent the return on invested capital of publicly disclosed long positions, as calculated by OWL. Actual returns may vary based on a number of factors, including (but not limited to) undisclosed positions, short exposure, non-equity holdings, cash holdings, and lagged disclosure of positions.

This newsletter and the material on the Old Well Labs platform are for informational purposes only and should not be considered investment advice or a recommendation of any particular security, manager, or strategy. Old Well Labs shall not be liable for any investment gain or loss that may occur from the use of this material. No part of this material may be reproduced in any form or used in any publication without express written permission from Old Well Labs.