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Bio


Who We Are

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Bio


Who We Are

 

Founder & Portfolio Manager: George K. Livadas

Upslope's core investment strategy was established in 2016 by its Portfolio Manager, George Livadas, at a prior firm. In 2017, George launched Upslope Capital Management, a Colorado registered Investment Adviser. Previously, George was a portfolio manager and senior analyst at an equity hedge fund manager based in Denver, CO. George was the sole portfolio manager responsible for the firm's separately managed account strategy, in addition to his analyst responsibilities for the firm's long/short equity hedge fund.

Before moving to Colorado, George was a Vice President at BMO Capital Markets in New York, where he held various roles, including positions in equity research and investment banking. During his nearly five years at BMO, George covered a range of industries, including: packaging & forest products, exchanges, brokers, insurance services and specialty finance. Other professional experience includes roles in debt capital markets (Analyst at Citi) and alternative investments (Investment Analyst at Accolade Partners, a venture capital fund of funds).

George earned an MBA from the University of Chicago Booth School of Business, with concentrations in Finance, Accounting, and Economics, and a BA from Georgetown University in Russian Studies.

George is married and has two energetic, young children. He has been an avid ice hockey player since the age of five, despite having grown up in Los Angeles.

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The Upslope Name


The Upslope Name

The Upslope Name


The Upslope Name

 

Upslope is named after a unique weather pattern that appears in the Rockies 

Under "upslope conditions" moist air is pushed up against the eastern slope of the Rockies. This dramatically increases the amount of snowfall at lower elevations for a given storm.

What does this have to do with investing?

It reminds us that conditions can change rapidly, with little notice - and to be prepared, calm and flexible. It also reminds us of hard, but rewarding, work (George still finds shoveling snow enjoyable and rewarding). The "upslope" word also evokes an image of slow, steady progress - which we seek to achieve on the investing front. And finally, the name reminds us of Colorado, the distance from traditional Wall Street, and the independent mindset essential in successful investing.