Managed fund. Out-performance.

[Laxputs]

Anyone know of any funds (mutual/hedge) that have less than 500m AUM, that focus on micro to large cap companies, have a concentrated portfolio, and where the fund shows long term out-performance versus the index and the integrity of the management is solid?  Also requiring the funds be currently open to Canadians and minimum buy-in is 100k USD or less. Thanks.

[rb]

ABC funds kinda fits your criteria. Irwin Michel is a very smart guy though I disagree with some of his pics. We have spirited conversations about them sometimes. But I think you should really look into that.

[fa21212]

Laxputs,

 

I manage a fund called Crystal Cove Capital Management. It's a concentrated, long-term oriented equity strategy where I have 100% of my own net worth and a big chunk of family and friends money also invested. My background is I used to work at Goldman Sachs in investment banking, at a distressed debt hedge fund in San Francisco (Watershed Asset Management), and a long term oriented equity fund called Eagle Capital Management in New York that had a 25 year track record of beating the market by about 5% a year. Here's my web site if you're interested in learning more: http://www.crystalcovecapital.com  Alternatively, feel free to drop me a line at faisal@ccovecap.com if you have any questions.

 

Faisal

[no_free_lunch]

I like ABC funds for their investment thesis write-ups but they have lagged the index over most time periods.

[Phaceliacapital]

Laxputs,

 

I manage a fund called Crystal Cove Capital Management. It's a concentrated, long-term oriented equity strategy where I have 100% of my own net worth and a big chunk of family and friends money also invested. My background is I used to work at Goldman Sachs in investment banking, at a distressed debt hedge fund in San Francisco (Watershed Asset Management), and a long term oriented equity fund called Eagle Capital Management in New York that had a 25 year track record of beating the market by about 5% a year. Here's my web site if you're interested in learning more: http://www.crystalcovecapital.com  Alternatively, feel free to drop me a line at faisal@ccovecap.com if you have any questions.

 

Faisal

 

Good letters, how can someone with your mentality function at Goldman Sachs?

[jawn619]

I run a small fund focusing on micro and small cap companies. I also share case studies of interesting investments great investors have made. Right now it's private but I am looking to open it up soon.

 

www.raritancapital.com

 

[Patmo]

You don't wanna do the process yourself anymore?

 

Donville Kent comes to mind but sadly I don't think they accept new money right now. Also they have a short track record, 7 or 8 years. They are pretty open to discussing via e-mail even if you are just a random guy talking shop. You can also have a read at their monthly newsletter, ROE reporter, to get a feel of what they're about. They are short but interesting reads. KISS-style disciplined growth is how I would characterize their operation, from the outside looking in.

[KJP]

Alluvial Capital Management, though its track record may be too short for you.