Semper Capital is an independent investment advisor specializing in structured products with a focus on
mortgage-backed securities
Years Pursuing
Investment Excellence
Firm co-founded by Tom Mandel to manage fixed income portfolios for institutional pensions
Mortgage specialist investment team absorbed to complement broader fixed income expertise
Strategy specialization focuses on mortgages
Launch of short duration fund, SEMIX
Launch of total return mortgage mutual fund, SEMMX
Launch of Mortgage UCITS Fund
Chief Executive Officer
In addition to leading the business of Semper Capital, Greg serves as Chairman of the Investment and Risk Management Committees and is also a member of the Compliance Committee. Prior to joining the firm in 2008, Greg served as an Associate Principal at McKinsey & Company in the Financial Services Group. Greg began his career over 22 years ago and served as a Captain and Infantry Officer in the United States Marine Corps. Greg earned an AB from Princeton University.
Co-Founder & Chief Investment Officer
Tom co-founded the firm in 1992 and is the Chief Investment Officer with primary responsibility over the administration and implementation of investment management activities. Tom also serves on the Investment, Risk Management and Compliance Committees. Prior to co-founding the firm, Tom served as a Principal and Fixed Income Portfolio Manager at 1838 Investment Advisors. He previously served as a Senior Vice President and Portfolio Manager at Century Institutional Advisors. Tom began his career as a Portfolio Manager and Credit Manager at Chase Investors Management Corp. Tom earned an MBA and a BS from the University of Pennsylvania Wharton School.
Chief Operating Officer & Chief Legal Officer
Stephen is the firm’s Chief Operating Officer and Chief Legal Officer with responsibility over the firm’s operations, legal and compliance activities. Stephen serves on the Compliance, Investment and Risk Management Committees. Stephen has over 21 years of legal, compliance and operational experience. Prior to joining the firm, Stephen was the General Counsel and Chief Compliance Officer at Structured Portfolio Management, LLC (“SPM”). Before SPM, Stephen held CCO and/or General Counsel positions at Arrowgrass Capital Partners, Quattro Global Capital, Greywolf Capital, and Forest Investment Management. Stephen began his career as a member of the compliance teams at MacKay Shields, Goldman Sachs and Societe General Asset Management. He received his BA from Loyola University Maryland and earned his JD from St. John’s University School of Law.
Sales
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Creative
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Semper Capital seeks to exploit ongoing inefficiencies and dislocations in the structured products market with the objectives of:
We invest in Legacy (pre-crisis) and Next Generation (post-crisis) Residential Mortgage-Backed Securities (RMBS), Commercial Mortgage-Backed Securities (CMBS) and other structured product investments across the capital structure and credit quality spectra. Semper’s asset selection process involves in-depth collateral analysis with a focus on structure, relative value and market technicals. The allocation of capital is determined by the relative value opportunity against the backdrop of each sector’s depth and liquidity.
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Semper is a proud signatory of the United Nations-supported Principles for Responsible Investment (PRI), the world’s largest reporting project on responsible investment. The PRI will work to achieve a sustainable global financial system by encouraging adoption of the Principles and collaboration on their implementation; by fostering good governance, integrity and accountability; and by addressing obstacles to a sustainable financial system that lie within market practices, structures and regulation.
About the PRI
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