New ADV Filers

Using OWL data to find small and emerging managers

 

OWL provides our users with several unique data sets and features to source small and emerging managers. Two examples include using new 13F filings and OWL’s unique team change alerts, both of which can be used to find interesting managers before they are discovered by your peers.

 

Another great method for this is tracking new ADV filings. Most managers file and update their ADVs around the end of March, and OWL has collected the entire dataset, which powers several different features on the platform. Recently our team sorted through more than 400 managers who recently filed their first ADV to highlight a list of managers our users might find interesting. Some of these are recent launches, while a few are more established managers who recently crossed the threshold for ADV reporting. We’ve included a few of those managers below, and OWL users can see the full list in last Friday’s newsletter or on our platform.

 

Alamut Investment Management

  • Location: London

  • Key Person: Faiz Bhanji

  • AUM: $62 million

  • Note: Concentrated equity; ex-Naya Capital

 Hanabi Capital Management

  • Location: Palo Alto

  • Key Person: Mike Volpi

  • AUM: $174 million

  • Note: VC; ex-Index Ventures partner

 Protium Capital

  • Location: Hong Kong

  • Key Person: Lu Ning

  • AUM: $170 million

  • Note: China long/short; ex-Hillhouse

 

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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

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.