Michael Casares Mendez

Michael Casares Mendez

Michael Casares Mendez

Overview
Career Highlights

NWQ Investment Management Co., LLC
Estancia Capital Management LLC
Tradewinds Global Investors LLC

RelSci Relationships

664

Number of Boards

1

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Michael Casares Mendez likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Estancia Capital Management LLC

Relationship likelihood: Strong

Managing Director at Estancia Capital Management LLC

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Outside Director at Redwood Investments LLC

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Chief Executive Officer & Chief Investment Officer at Sapience Investments LLC

Relationship likelihood: Strong

Chief Financial Officer, Chief Compliance Officer at Sapience Investments LLC

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Chief Compliance Officer at Sapience Investments LLC

Relationship likelihood: Strong

Co-Founder at Redwood Investments LLC

Relationship likelihood: Strong

Former Co-Founder & Senior Portfolio Manager at Redwood Investments LLC

Relationship likelihood: Strong

Co-Founder at Redwood Investments LLC

Relationship likelihood: Strong

Chief Compliance Officer, Chief Operating Officer, General Counsel, Managing Director at Estancia Capital Management LLC

Relationship likelihood: Strong

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Michael Casares Mendez
Education
Bachelor's Degree in Industrial Technology

San Jose State University is a public university located in San Jose, California, United States. It is the founding school of the 23 campus California State University (CSU) system, and holds the distinction of being the oldest public institution of higher education on the West Coast of the United States.

Graduate

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

Career History
Outside Director
2015 - Current

Redwood Investments employs a fundamental, bottom-up stock selection process that integrates traditional fundamental analysis with proprietary quantitative screening tools. The firm focuses on companies that demonstrate strong fundamentals, attractive valuation, high quality, and a management team with a demonstrated track record of success. By combining qualitative analysis with systematic risk management tools, Redwood Investments builds diversified equity portfolios appropriate to each client's objectives and risk return profile. The firm sells stocks primarily for two reasons: First, a deterioration of a stock's ranking confirmed by qualitative research. Second, when the firm's research uncovers company specific warning signs that could cause underperformance. Redwood manages US and International equity investment portfolios in the following primary strategies: Large-Cap Core, Large-Cap Core ESG/SRI, Large-Cap Growth, Small-Cap Growth, Small-Cap Growth ESG/SRI Equity, International Developed Markets Equity, ACWI ex-US, Global Equity, Global Small-Cap Equity, and International Small-Cap Equity.

Founding Partner
2012 - Current

Estancia Capital Management focuses on investments exclusively in asset management and related business services firms. The firm looks for companies with some or all of the following qualitative characteristics: (1) an institutional quality investment process (2) strong relative performance as compared to benchmark and peer group (3) experienced, goal-oriented management team (4) investment offerings aligned with long-term market trends (5) scalable investment products possessing capacity and growth potential and (6) equity ownership/alignment of interests with management.

Co-Founder
2006 - 2009

Tradewinds Global Investors offers investment advisory services focusing on global, international, and domestic value-oriented equity investment strategies. The firm is a long-term investor which implements their investment strategies through an active research-driven, fundamentals-based, value-oriented process. Their investment approach seeks to identify potential investments that trade at attractive absolute valuations, offer good downside protection/risk-reward and possess strong franchise quality.

Transactions
Details Hidden

Virtus Investment Partners, Inc. purchases Sustainable Growth Advisers LP from Estancia Capital Management LLC

Awards & Honors
Certified Investment Management Analyst
Events
Attendee
New York City, NY
2012 RG & Associates Consortium

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