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’s sourcing model is relationship-driven and draws on Jeffrey Stacey’s long association with Fairfax Financial and its leadership. Stacey has publicly hosted Fairfax India events featuring Benjamin Watsa, suggesting a network that includes access to Toronto-based insurance-linked capital and value-oriented deal flow. The firm does not market a proprietary origination engine but relies on direct engagement with issuers and co-investors.

It is structured as a pooled asset manager, not a family office. The firm operates two exempt-market funds accessible to Canadian accredited investors with a minimum initial investment of $150,000 — one for registered accounts, one for non-registered. Founder capital is co-invested alongside external clients, providing alignment.

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.

Stacey Muirhead Capital Management itself is not a philanthropic entity, but Jeffrey Stacey supports the Child Witness Centre and has established the Stacey Muirhead Capital Management Prize in Value Investing at a Canadian university. These appear to be personal and corporate philanthropic commitments rather than a formal foundation structure.