Direct Tel. (561) 318-4344 or cell (305) 725-5106
Direct Tel. (561) 318-4344 or cell (305) 725-5106
Carve/Lift outs of PM Teams
International Small-Cap PM
Employing firm has equity strategies with $70 Billion in AUM and well established established distribution. Firm is looking to add a international small cap growth product/team. Prefers a PM or team that has positive institutional consultant coverage, portable track record and/or portable AUM. Will consider acquiring a International mall Cap Growth firm/boutique or a friendly negotiated carve-out with current employer. Ideal location in NY City.
International Small/SMID/MID-Cap Team/Track Record
Fundamental Division of one of the most powerful distributors in the globe with $90 Billion in Fundamental Equities Div (of $1.3 Trillion in AUM) is seeking to carve-out, or acquire a top performing International Small/SMID (market caps between $1-$15 Billion) to join the firm and further grow these International strategies. Ideal team uses a high conviction Fundamental driven process, favorable upside/downside ratios, portfolio annual turnover ratio under 75% per year, with 40 to 100 names, performing mostly in top 2 quartiles of performance over 1, 3 and 5 years. Excellent opportunity for growth and high impact. Of the $90 Billion in AUM, $4.5 Billion is already in International Large. Applicable benchmarks = EAFE SMID Core, Value or Growth
A proven repeatable process of recruiting talent to client firms
It all starts with a conversation to start learning what your objectives and goals are. By conversing, we can both learn if we are the right recruiting partner. If so, we may proceed to;
1. Alignment meeting to garner all the important information to attract the desired candidate(s).
2. Write and obtain approval of the position specifications with the desired qualifying metrics/characteristics such as turnover ratios, upside/downside capture ratios, investment process, etc.
3. Research and launching of search. Populate a custom live shared list of prospective candidates while engaging the candidate to learn about their aspirations and feasibility.
4. Engage prospects respectfully. Share compelling nature of opportunity and listen & learn if the candidate is a likely fit and interested. If so, escalate candidacy to next level.
5. Coach/advise candidates on their particulars and client firm.
6. Introduced well suited candidates (as they are recruited or all together at end of research phase). We are empathetic and respectful to candidates by communicating timetable, status reports, where they stand and next steps, at all times.
7. Advise on compensation package and help mediate/negotiate when differences exists or called upon. Advise on resignation and on-boarding.
8. Always do the right thing with upmost integrity for both the firm and the candidate understanding this is a critical decision for both sides.
About Us
Search & Recruitment
Proven Track Record in Investment Management Firms
Proven Track Record in Investment Management Firms
Upside Capture, LLC is the ultimate iteration of its founder, Isaac Menda, who has been searching & recruiting in the Investment Management Industry since 1994 placing well over 500 individuals and over 20 PM teams. For specific track record of adding value to firms, please email or call us.
Proven Track Record in Investment Management Firms
Proven Track Record in Investment Management Firms
Proven Track Record in Investment Management Firms
We only place individuals or teams at Investment Management Firms/RIA.
- Small Cap Growth PM that whose product grew from $10 Million in AUM to over $2 Billion in 3 years
- Global Dividend Value Team that ported over $1 Billion in AUM and acquired track record data from prior employer allowing GIPs performance portability thereby aiding sales/
We only place individuals or teams at Investment Management Firms/RIA.
- Small Cap Growth PM that whose product grew from $10 Million in AUM to over $2 Billion in 3 years
- Global Dividend Value Team that ported over $1 Billion in AUM and acquired track record data from prior employer allowing GIPs performance portability thereby aiding sales/marketing efforts
- 5 Star Emerging Markets PM team who became sub-adviser while the adoption process of the $1.5 Billion 40 Act Fund was approved.
- Very specific RFP Writer searches via www.RFPWriters.com niche
- Strategic advisor/consultant to firms
- Confidant agent/friend to Portfolio Managers
About Us
Proven Track Record in Investment Management Firms
About Us
Just as individuals, every firm and recruiting scenario has attractive differences and nuances that make them compelling. While top performing talent may be encumbered by current employment agreements/restricted covenants, I help navigate and coach both firms and PMs and how to properly recruit on-board PM teams to remain in compliance
Just as individuals, every firm and recruiting scenario has attractive differences and nuances that make them compelling. While top performing talent may be encumbered by current employment agreements/restricted covenants, I help navigate and coach both firms and PMs and how to properly recruit on-board PM teams to remain in compliance with existing contracts.
Behind all successful investment management firms are top performing strategies/products that institutional clients, investment consultants, or mutual fund shareholders want to own (typically resulting or exhibiting decent upside capture ratios higher than 95%, and even better corresponding downside capture ratios lower than 85% over 1, 3, 5, and 10 year periods). We agree that over investing time periods, the quality and attractiveness of your equity product offerings , is contingent on current and future talented Portfolio Managers/Analysts efficacy & and repeatable results that can be handed down to a new generation of PMs/analysts years in the future. Call us to find out we can be your ambassador in the recruitment of top talent in any critical area of your firm.