Investment Partner S.W. Mitchell Capital

Business Brief

F/m provided a new home for the US mutual fund sub-advised and managed by London-based European equity specialist, S.W. Mitchell Capital. When the mutual fund’s prior adviser and platform exited the business, F/m stepped in to provide continuity for America’s only European long/short small cap equity mutual fund. Thus, the London-based portfolio manager was able to maintain its track record and stay focused on portfolio management, while F/m took the lead on all the other tasks necessary to operate a US-registered ’40 Act fund.

Snapshot

Founded —   2005

Strategy Launch —   2007

Mutual Fund Restructuring —   2019

Headquarters —   London, England

Firm Investment Focus —  European equities specialist

Investment Strategy for F/M —  European small cap stocks, long/short

Firm Assets Under Management —  $1.0 billion (as of June 30, 2020)

Additional Partners

Oakhurst Capital Management