Institutional-grade manager selection analyses in the same 12-section format top LPs use internally. Strategy, process, ODD, track record, scenario analysis, and a clear selection verdict.
Stephen Mandel built Lone Pine on conviction and patience: 20–30 deeply researched longs, held for years, with a selective short book as a hedge. The 25-year track record is exceptional, but the 2021–22 drawdown raised structural questions. This analysis evaluates whether it still deserves an institutional allocation.
Tiger Cub with a 25-year track record, deep growth-equity conviction, and a post-drawdown trajectory that's recovering — but not yet proven across regimes.
Subscribe to get notified when the next manager analysis publishes.
No manager analyses in this strategy category yet.
Subscribe to get notified when new analyses publish.