Overview
CDAM is an investment adviser with its principal place of business in London, United
Kingdom. CDAM commenced operations as an investment adviser on April 1, 2006.
Adam Chamberlain and Scott Davies are the principal owners of CDAM.
CDAM provides investment advisory services on a discretionary basis to its clients,
which include a private pooled investment vehicle (the “Fund”) and separately
managed accounts for institutional investors (the “Managed Accounts,” and
collectively with the Fund the “Client Accounts” or individually a “Client”). See Item
7 below for additional information regarding the future plans of CDAM’s Client
Accounts.
CDAM is responsible for all investment decisions of the Client Accounts. CDAM’s
primary investment objective is to maximize long-term total returns in variable market
and economic conditions, while emphasizing preservation of capital. CDAM’s
investment strategy is opportunistic and follows a fundamental, value-oriented
approach. Investments generally are made with a long-term time horizon and are
generally unlevered and long-biased. CDAM has acquired and liquidated
investments across a wide spectrum of asset types, investment strategies, market
sectors, market cycles and industries. This spectrum includes, but is not limited to
domestic and foreign equity and debt securities, futures options and other derivative
securities.
CDAM provides advice to Client Accounts based on specific investment objectives
and strategies. CDAM does not tailor advisory services to the individual needs of
clients.
As of March 31, 2023 CDAM managed approximately $1,480,526,275 in regulatory
assets under management, all on a discretionary basis. CDAM does not manage
any assets on a non-discretionary basis.