Portfolio Manager, Equity Long/Short - Industrials

The Opportunity: Unlike traditional pod shops, this platform operates within a highly collaborative environment where Portfolio Managers are viewed as long-term strategic investments rather than short-term performance hires. The successful candidate will be responsible for building and managing a dedicated fundamental Equity Long/Short Industrials strategy, with full ownership of idea generation, portfolio construction, position sizing, risk management, and overall investment decisions. Each PM runs a standalone book and has significant autonomy over how they construct and manage their strategy. The firm is particularly interested in experienced investors with a repeatable investment process, a demonstrated ability to generate alpha on both the long and short sides, and the potential to scale meaningful institutional capital over time. Platform Highlights Opportunity to launch and lead a dedicated Equity Long/Short Industrials strategy Significant capital allocation available from day one Backing of a global investment manager with substantial resources and permanent infrastructure Ability to operate as a standalone PM or build out a team of up to five analysts Independent book ownership with significant investment autonomy Flexibility to construct a portfolio around the PM's existing investment style and areas of expertise within Industrials Collaborative culture that encourages information sharing without forcing centralised investment decision-making Long-term commitment to Portfolio Managers, reflected by an average PM tenure of approximately 7.5 years Drawdown limits materially more flexible than those typically offered by multi-manager pod platforms Competitive economics, including strong P&L participation alongside a guaranteed base salary No draw arrangement

Candidate Profile: The ideal candidate will possess:

• A demonstrable track record managing or taking significant investment responsibility for a fundamental Equity Long/Short strategy
• Deep expertise across Industrials, with the ability to generate differentiated long and short ideas
• Experience investing within a hedge fund, asset manager, family office, or similar institutional environment
• A clearly defined and repeatable fundamental investment process
• Strong company-level research capabilities, including financial modelling, valuation, management assessment, and variant-view idea generation
• Evidence of consistent risk-adjusted performance across varying market environments
• Strong understanding of portfolio construction, factor exposures, sizing, liquidity, gross/net exposure, and drawdown management
• A strategy capable of scaling meaningful institutional capital
• The desire to build a long-term franchise within a stable platform rather than operate under highly restrictive pod-shop conditions
• Why This Role?
• This opportunity offers a compelling alternative to the traditional multi-manager model.