We, at Capital Resource Consultants (CRC), focus on helping small and midsize investment firms confidentially build out their actively managed portfolio management teams with the best that the market has to offer. 

For us, it’s all about confidentiality in the search!  If you are openly advertising for a position, then we are probably not the firm for you.

Our strength is confidentially helping long only, fundamentally-driven equity investment shops that believe in investing in businesses, not stocks. Their focus is on identifying high quality companies and having high conviction with low turnover as tenets in their investment philosophy.

Stock index products and ETFs continue to gain popularity, but there will ALWAYS be a need for solid active fundamentally-driven portfolio management.  Actively managed investment solutions CAN outperform indexes and ETFs!! 

Creating Alpha is alive and well! But being able to add long-term Alpha consistently is becoming more and more difficult.  Mediocre results will not be tolerated by the investing public.

So, finding and securing TOP equity research talent is the foundation to economic survival for the actively managed investment shop. This is why we focus on identifying the top 15% of equity investment professionals in a given investment style box or arena.

Very often a company’s investment performance and results are a function of its investment philosophy and culture.  So, we focus very hard on understanding your company’s investment philosophy and culture before we take on an assignment.  This is what sets us apart.

It’s not always about finding the best equity analyst, portfolio manager or chief investment officer.  It’s about identifying the best investment professional that fits a company’s investment philosophy and company culture.  There must be a strong parallel in this respect or the match will not be a good one!