A standard deal
for new PMs.
We bring non-traditional, emerging PM talent onto an institutional platform — pairing differentiated backgrounds with the infrastructure, risk discipline, and support required to scale.
Capital. Support. Audited track record.
Contra's Emerging Portfolio Managers Program stakes each PM with an initial allocation of $3M to $10M depending on experience, mandate, and performance for no fixed term. Each PM will be tasked with executing their own strategies and will be singularly responsible for their performance.
In return, the PM will receive access to a range of resources, including research, data, execution platform, operational infrastructure and support, as well as an audited track record.
No fee to apply. No co-location requirement. No proprietary capital contribution — ever.
Standard terms,
transparent up front.
Entrepreneurial,
but disciplined.
PMs are expected to be entrepreneurial and opportunistic. Our risk framework is designed to encourage a long-term approach without top-down micromanagement or complex portfolio-construction parameters. Three rules anchor every book.
Position-size review at 7.5% of equity.
Positions greater than 7.5% of equity require a written one-page thesis and approval from the CIO before they may be initiated or increased.
Hard cap at 10% of equity at entry.
No single position may exceed 10% of equity at the time of entry, regardless of conviction. Subsequent appreciation above the cap is permitted; new capital deployed is not.
CIO review on a 7.5% portfolio drawdown.
A total portfolio drawdown of 7.5% or greater triggers CIO review, which may include remedies up to and including reduction of allocation or termination of the program.