Our Competitive Advantage
- Repeatable, risk focused investment process guided by the same CIO since 1996 inception
- CIO has over 23 years of entrepreneurial manager experience
- Highly experienced investment team with average tenure of 5 yrs with firm
- Over 100 entrepreneurial g managers funded since 1996 firm inception
- Strategy capability across a variety of asset classes with substantial commitment to research (average of $900K spent annually for research infrastructure and dedicated applied research professional)
- Multiple sources for generating alpha (Investment Strategy and Manager Selection)
- Proprietary market forecasting models with impressive predictive success guide portfolio structure
- Proprietary database with approximately 900 products provides unlimited sourcing capacity and the ability to customize queries and screens
- Proprietary 26 factor manager skill score for manager selection has impressive track record
- View Attributions: US Equity, Global Select
- Full transparency with respect to all sub-manager developments and portfolio changes, including online client and manager access