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
StructureSeparately Managed Account
Size of Potential Mandate$40 million
Track RecordMinimum 5 years
Additional restrictionsSuperior downside performance

Please submit relevant vehicle(s) to

Best regards