Case Study: Mont Pelerin Capital achieves faster, more collaborative investment decisions with SS&C Advent Tamale RMS

Mont Pelerin Capital - Customer Case Study

Mont Pelerin Capital, a diversified long/short equity manager, had been storing research, models and notes on a shared drive and exchanging information via email, which made disseminating timely research and coordinating the five‑member investment team slow and inefficient. To modernize their workflow they selected SS&C Advent’s Tamale RMS to capture and share real‑time and historical information across the firm.

SS&C Advent implemented Tamale RMS as a centralized repository for emails, meeting notes, presentations and web content, enabling open communication and a progressive investment‑decision dialogue. The solution gives the team visibility into 25–200 opportunities tracked by individuals, preserves institutional memory when people leave, provides historical timelines for faster decision‑making, and supports prioritized email notifications — becoming the top application used across Mont Pelerin Capital every day.

Mont Pelerin Capital

Michael Cancelleri

Senior Vice President and Portfolio Manager