Asset management
Manticore BMS Fund Ltd. is managed by Contour Asset Management LLC.
Asset management organisation
David Meyer
Principal & Portfolio Manager
David Meyer started working for Manticore in June 2005 after previously working as analyst for the Zenit hedge fund. Before that he worked for five years as an analyst at Morgan Stanley Investment Management, covering software, IT services and hardware companies. David Meyer has a B.Sc. in Economics from Northwestern University and is a Chartered Financial Analyst.
Brian Thackray
Sector Head
Brian Thackray joined Contour in February 2018. Before joining Contour, he was a Sector Head at Blackrock, where he spent four years leading coverage of the information technology sector for their U.S. Growth funds. Prior to Blackrock, Mr. Thackray was a senior investment analyst at Citadel focused on the tech, media and telecom sector. From 2004 – 2011, Mr. Thackray was a senior equity analyst at Deutsche Bank following four years at Credit Suisse in an equity research and institutional sales capacity. Mr. Thackray graduated with a B.S. in Business Administration (concentration in Finance) and a B.S. in Economics from the University of Richmond.
Mit Shah
Sector Head
Mit Shah joined Contour Asset Management in July 2012. From 2009 to 2012 he worked at Sanford C. Bernstein, where he was a member of the II-ranked #1 research team covering IT hardware companies. From 2000 - 2007, Mr. Shah held software engineering and management roles at Opsware, Inc in Sunnyvale, California. Mr. Shah received an M.S. in Electrical Engineering from Stanford University and an M.B.A. from The Wharton School of Business of the University of Pennsylvania.
Alpa Rana
CPA, Chief Financial Officer
Alpa Rana joined Contour Asset Management in July 2013. Before joining Contour, she spent four years at Morgan Stanley Wealth Management on their operational due diligence manager selection team. Prior to that, Ms. Rana spent her career at AXA Alternative Advisors (and related businesses), both on the fund and corporate sides. Ms. Rana began her career at Rothstein Kass. She has her B.A. from Montclair State University, completed her M.B.A. at Rutgers University and is a CPA.
Michael Doody
Director of Operations
Michael Doody joined Contour Asset Management in January 2013. Before joining Contour, he served as Vice President in Client Service and Business Consulting with Morgan Stanley’s Prime Brokerage group, from 2005 to 2012. Prior to joining Morgan Stanley’s Prime Brokerage group, from 2003 to 2005, Mr. Doody was an equity Research Analyst in Morgan Stanley’s Institutional Equity Research Sales group focusing on Technology stocks. Prior to Equity Research Sales, from 1999 to 2002, Mr. Doody was an Associate in the Technology / Internet Group for Morgan Stanley. Mr. Doody graduated with a B.S. in Marketing from Georgetown University.
Jennifer Brokaw
Director of Investor Relations
Jennifer Brokaw joined Contour Asset Management in February 2013. Before joining Contour, she held positions in Marketing and Investor Relations between 2008-2012 at Ospraie Management, C2J Investments and most recently, Millennium Management. Prior to that, Ms. Brokaw was an investment professional in Private Wealth Management at Goldman Sachs from 2004-2008 and before then a consultant in PricewaterhouseCoopers’ Financial Risk Management Group. Ms. Brokaw graduated with a B.A. in Economics from Cornell University and received an M.B.A. from New York University’s Stern School of Business.
Michael Tabaksblat
Head Trader
Michael Tabaksblat joined Contour Asset Management in March 2014. Before joining Contour, he served as assistant trader for Iconic Capital Management, a relative value multi-strategy fund, from 2007 to 2010. Mr. Tabaksblat graduated with a B.A. in Pre Med and History and a Minor in Business from the Macaulay/CUNY Honors College at Queens College. Michael graduated with an MS in Accounting from Yeshiva University.
Ryan Fiftal
Sector Head
Ryan Fiftal joined Contour in April 2017. Before joining Contour, he spent nine years at Morgan Stanley, most recently as an Executive Director in equity research covering U.S. Media/Cable/Satellite as part of a #1 II-ranked team. Prior to Morgan Stanley, Mr. Fiftal was an Associate at Oliver Wyman (formerly Mercer Management Consulting). Mr. Fiftal received a B.A. in Physics and Philosophy from Yale University and an MBA from the Stern School of Business at New York University.
James Collins
Analyst
James Collins joined Contour Asset Management in June 2023. Before joining Contour Asset Management, he was a principal focused on consumer and internet investments at Snowhook Capital Management, a N.Y. based equity long-short hedge fund. Previously, he was an associate at KKR & Co. focused on special situations and consumer & retail private equity, and an investment banking analyst at Perella Weinberg Partners. Mr. Collins earned a Bachelor of Science in Business from the University of Minnesota.
Tom Cahill
Director of Marketing
Tom Cahill joined Contour Asset Management in March 2018. Before joining Contour Asset Management, he was a Partner and Head of Business Development for ShearLink Capital, a NY based low-net growth equity fund. Prior to ShearLink, Mr. Cahill spent five years as a Director of Marketing for Visium Asset Management, a $7B diversified asset manager. Before Visium, he spent 16 years as a reporter for Bloomberg, covering various areas such as the Bond Market, the Securities industry, Energy and Commodities and Hedge Funds. Mr. Cahill graduated with a B.A. in American Studies from Colby College.
Contour Asset Management LLC
Manticore BMS Fund Ltd. is managed by Contour Asset Management LLC. and is registered as investment advisor in accordance with the Investment Advisors Act of 1940 and regulated by U.S. Securities and Exchange Commission.
Administrator
Citco Fund Services (Cayman Islands) Limited
Custodian, Prime Brokers
Goldman, Sachs & Co
Morgan Stanley & Co. LLC
Merrill Lynch Professional Clearing Corp.
Morgan Stanley Private Bank, National Association
Auditor
KPMG (Cayman)