General Investing >> Money Manager Interviews >> April 22, 2014

Investing Across Categories Without Constraints

Wallace, Scott
Scott Wallace, CFA, is Founder and Chief Investment Officer of Shorepath Capital Management LLC. Mr. Wallace joined AllianceBernstein as a U.S. Large Cap Growth Portfolio Manager in 2001 and became U.S. Large Cap Growth Team Leader on March 31, 2010. Mr. Wallace also was a partner and member of the senior leadership team at AllianceBernstein charged with managing and setting strategy for the firm. Prior to joining AllianceBernstein, he was with JPMorgan for 15 years, where he was a managing director and held a variety of roles in the U.S. and abroad, most recently as head of equities in Japan. Mr. Wallace has a B.A., magna cum laude, from Princeton University. He is a CFA charterholder. Profile
TWST: Could you please begin with a brief history and overview of Shorepath Opportunity?

Mr. Wallace: The fund went live in mid-February of 2013. It launched with internal capital and