Proven Through Multiple Market Cycles

The firm’s investment and risk management philosophy has led to a track record of investing early with hedge funds. Our network of alternative investment managers, cultivated through generations of research and investing, has provided exposure to emerging and niche managers whose strategies we believe are differentiated as well as exposure to established managers who are closed to new investors.

SOURCING

  • Our network of contacts in the hedge fund industry extends back generations

  • The firm’s history often makes us an early or first call for emerging manager opportunities

HEDGE FUND UNIVERSE
COVERAGE

  • Proprietary hedge fund database housing historical qualitative and quantitative information

  • Repeatable process for actively tracking and monitoring subsets of managers for potential investment

EXPERIENCED,
SPECIALIZED STAFF

  • We believe our team is one of the most experienced in hedge fund research and allocation in the industry

  • We commit to sharing knowledge with our clients through timely communications and reporting that emphasizes transparency

DISCIPLINED DUE DILIGENCE
PROCESS

  • We perform separate and distinct investment and operational due diligence

  • We believe the depth of our manager research is differentiated in the industry

DATA ANALYTICS

  • Proprietary analytics and risk tools allow us to perform exposure and risk analyses for individual hedge funds, multi-manager portfolios and customized hedge fund programs

ECONOMIC & STRUCTURAL
ADVANTAGES

  • We structure efficient ways of accessing investment managers by negotiating:

    Fees
    Liquidity
    Transparency
    Customized Exposures

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