Public Equity (“Vantage”)
New Mountain Vantage Advisers, LLC (“Vantage”) was created in 2006 to apply the Firm’s strengths in research and business building in the U.S. public equity market. New Mountain manages Long/Short and Long Only portfolios in both private and regulated funds (including UCITS).
Vantage seeks to invest in both long and short equity positions based on bottom-up fundamental research, concentrating on industries in which it has been able to differentiate itself. At times, NMV engages deeply and constructively with portfolio companies in addition to occasionally taking larger stakes through co-investment vehicles. New Mountain’s public equity investment approach is overseen by a dedicated team within New Mountain, which then draws upon other team members of the Firm in their areas of specialty. New Mountain believes that the skills and experience of the public equity team, coupled with the full hands-on operational and research expertise of a multi-billion-dollar private equity firm, give Vantage a competitive edge over traditional, stand-alone public equity investment managers.
Focused Investment Approach
Primarily in defensive growth industries where we believe we have a differentiated view
Leveraging our highest conviction ideas
New Mountain Capital Organization
Provides incremental advantage in research and due diligence as well as an opportunity to proactively engage with companies