Stacey Muirhead Capital Management

Founder Jeffrey Stacey is the sole investment decision-maker, with nearly 40 years of industry experience and a CFA charter. Mark C. Eamer, President and COO, handles operations and client relationships but is not listed as an investment professional. The firm’s website confirms Stacey as the founder and portfolio manager.

The firm runs an unconstrained, multi-asset book. Confirmed exposures include distressed bonds, Japanese commercial real estate, and special-situations equity. It does not disclose a target allocation by asset class, reflecting an absolute-return, go-anywhere mandate rather than a benchmark-relative framework.

Stacey Muirhead has demonstrated a willingness to co-invest alongside Fairfax-linked entities, evidenced by Jeffrey Stacey’s facilitation of Fairfax India Q&A sessions. The firm’s exempt-market structure also permits co-investment flexibility, though no formal co-investment program is published.

Jeffrey Stacey is a long-time associate of Prem Watsa, Fairfax Financial’s CEO, and has hosted events for Fairfax India. Stacey Muirhead Capital Management is independently owned and operated; the relationship is one of professional network and shared value-investing philosophy rather than formal ownership or affiliation.