About Us
Strategy
- Award winning Portfolio Manager with a proven track record and trained at one of the top hedge funds.
- Strategy provides diversification, a higher blended yield, and minimizes downside risk.
- The CAM Portfolio Income strategy gives investors an alternative to private debt deals by providing monthly income, potential appreciation, and equity market liquidity.
Structure
- Structured as special purpose vehicle (SPV) created to manage capital for large anchor investor.
- Unique opportunity in this (SPV) allows for a small number of accredited investors to participate with anchor investor.
Differentiation
- Our targeted Investor is searching for predictable monthly income and equity market participation return vs an overly conservative or aggressive portfolio.
- Unlike most high-income opportunities CAM Portfolio LLC active management approach allows for both high yield and principal growth potential while using a conservative and defensive strategy.
Portfolio Manager
Craig Mallitz, Founder, Chief Investment Officer, CAM Portfolio LLC
- Craig developed the CAM Portfolio, LLC and has been the Chief Investment Officer since April 2018. Previously, he worked at SAC Capital and CR Intrinsic for seven years as a Portfolio Manager and Senior Analyst. Prior to the buy-side, Craig was a sell-side analyst for Legg Mason covering the wireless services industry. Craig is a 1992 BA graduate of the University of Wisconsin and earned his MBA from Marymount University .
Awards/Honors:
- Named by Institutional Investor Top Hedge Fund Analyst – Telecommunications in 2008.
- Ranked in top tier of all SAC analysts for 5 years
- Named by the Wall Street Journal “Best of the Street” Wireless Services Stock Picking (#1, 2003) and by Institutional Investor – “Best of the Boutiques and Regionals” Telecom Services/Wireless (#1 2003).
- Since 2019, guest lecturer at Investment Management Workshop (IMW) at Kelley School of Business-Indiana University.