US Equities USE050423 – Deadline Thursday 27th April

A US Family Office is using CAMRADATA to run an Assisted Search to look for US Equity strategies to allocate to accordingly. 

All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 31st March 2023.  Please post any questions regarding this search to the CAMRADATA Live ‘Assisted Searches Forum’ and we will endeavour to answer these as quickly as possible.

Assisted searches are run on behalf of institutional investors with specific search requirements.  These are as follows:

Asset ClassUS Equities
Size(Small, Mid Cap or All Cap)
Management ApproachActive
 
Geographical FocusUS
 
BenchmarkRussell 3000
CurrencyUSD
 
StructureSeparately Managed Account
 
Size of Potential Mandate$40 million
​​​​​
Track RecordMinimum 5 years
 
Additional restrictionsSuperior downside performance

Please submit relevant vehicle(s) to assistedsearches@camradata.com

Best regards

The CAMRADATA Team