The data is clear: smaller AUM correlates with higher alpha generation potential. Why?

The answer is simple: true capacity constraints create real alpha.

While mega-funds chase overcrowded trades and face career risk on contrarian positions, small managers can:

• Access underresearched opportunities with genuine mispricings
• Maintain high-conviction portfolios in niches
• Avoid the asset-gathering vs. performance conflict

Don't miss our February 12th Small Managers - BIG ALPHA workshop and register now: www.opalesque.com (replay will be provided) and meet live:

1️⃣ Edward Lam, CIO & Portfolio Manager, S.R. Ocellus Fund (Sloane Robinson) → 57.7% net returns in global equities (achieved outside AI/tech)

2️⃣ Jonathan Jacoby, CIO, Tabor Asset Management→ 81.5% cumulative returns in market-neutral long/short

3️⃣ Youssef Sbai, Managing Director, Katch Investment Group → 20%+ IRRs in European real estate

4️⃣ Rob McGregor, Co-Founder and Managing Partner, Coromandel Capital → 100% positive return quarters; 13-16% net annual returns in specialty credit since 2020

For qualified institutional investors, family offices, and allocators only.

Take a look here at the four managers delivering differentiated returns precisely because they refuse to be constrained by size, mandates, or popular narratives:

S.R. Ocellus Fund (Sloane Robinson) - Edward Lam, CIO & Portfolio Manager

Global ex-U.S. long/short equities | $46M AUM | Launched January 2024

• 57.7% net returns in 2025 - achieved primarily through global banks and financials, not AI/mega-cap tech
• Contrarian conviction thesis: Pattern recognition across banking cycles and crisis-recovery dynamics from emerging to developed markets
• Legendary platform: Sloane Robinson's 30+ year macro heritage with institutional infrastructure
• Strong alignment: Fund seeded by principals (Sloane, Robinson, Lam)
• Experienced PM: 20+ years in EM and global equities, former Head of Research at Somerset Capital

Katch Investment Group - Youssef Sbai, Founder

European value-add real estate private equity | ~$1.5B AUM | Founded 2017

• 20%+ IRRs on realized investments across €317M GDV in France, Spain, UK
• €610M+ proprietary pipeline through off-market channels
• Control-oriented: Majority equity or co-GP investments with active governance
• Institutional exits: Multiple liquidity routes across market cycles

Tabor Asset Management - Jonathan Jacoby, CIO

Low net, market-neutral equity long/short | Founded 2018

• 81.5% cumulative net returns since inception (February 2019)
• Uncorrelated alpha: 0.26 correlation to S&P 500; 1.1 Net Sharpe Ratio
• Concentrated conviction: 30-40 longs, 60-70 shorts; strict 3:1 reward/risk requirement
• Short book expertise: 90%+ alpha generated from shorts (fundamental + relative value)
• Sector focus: Consumer, Media, Internet, Technology

Coromandel Capital - Rob McGregor

Asset-backed credit facilities to Specialty Finance & FinTech | Founded 2019

• 100% positive quarters since inception with low volatility
• Principal protection focus: Conservative structuring with borrower equity cushions
• Steady income: 4.01% average quarterly net yield distribution
• $125M anchor commitment with institutional backing
• Diversified exposure: Consumer services, embedded finance, PropTech