We believe that our entrepreneurial manager portfolios will outperform both the market benchmark and their strategy peers, on a risk–adjusted basis, over a market cycle.

We meet our clients’ investment objectives through:

• Aggressive sourcing of entrepreneurial products and managers
• Skillful and forward-looking manager selection
• Portfolio construction alpha through strategic tilts relative to the benchmark
• Active and thorough risk management

Our Goal: To outperform both the passive benchmark and strategy peer group over a complete market cycle

Alpha Generation Through:

Investment Strategy/Risk Management

• Contextualizing the market environment to determine opportunities to outperform the benchmark and strategy peer group through portfolio structure
• Factor and market forecasting models
• Robust risk management at the aggregate portfolio level

Manager Selection / Risk Management

• Identifying entrepreneurial firms whose people and investment process are most likely to outperform through comprehensive due diligence and forward looking proprietary factor scoring system
• Proprietary database of over 900 products
• Experienced manager research team with specialized product knowledge
• Over 300 manager meetings per year
• Ongoing monitoring of manager’s quantitative and organizational risks