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Stephen Mandel of Lone Pine Capital is considered among hedge fund investors to be one of smartest fundamental growth managers in the industry. A filing showing his latest holdings hit the Street late Monday. Sis 2 Sisx Jar Converter V1 0 Download. Repairing Fretboard Cracks. Mandel honed his craft as the consumer analyst for Julian Robertson's Tiger Management and now manages more than. His Lone Cascade fund, a long-focused investment vehicle, posted a 12 percent annualized net return since 2005, compared with a 6.6 percent annualized return for the S&P 500, according to an investor letter sent to clients Oct. This year, the fund is down 2.5 percent.