Investment Team

Our experienced team of advisors uses an array of tools and analyses to better understand the risk exposures and manager styles of your investment mix. Our goal is to implement a balanced and diversified asset allocation strategy to enhance the collective performance of your portfolio.

We have specialists dedicated to every hedge fund category, including credit, equity, event-driven and macro direct funds, and funds-of-funds. Our services run the gamut from manager search and operational due diligence, to portfolio construction and implementation.

We identify operational (non-investment) risk factors that may impact an investment manager’s future performance, and help clients mitigate those factors. Our team works independently from our investment advisors and holds veto power to reject any fund. In addition to evaluating hedge fund strategies, we review other investment managers as needed and undertake special projects for our clients.

We craft enduring investment solutions across publicly-traded markets and the active-to-passive spectrum to help maximize your long-term returns within your risk tolerance. Using proprietary quantitative and qualitative metrics, we look beyond past performance to identify differentiated investment products and styles in a crowded marketplace.

We are dedicated to finding innovative investment solutions across private equity and debt markets to support your specific long-term financial objectives and risk tolerance. Our actionable investment strategies range from buyouts, direct lending, venture capital, to fund of funds, distressed debt, opportunistic credit, secondaries, and mezzanine debt.

We actively evaluate real assets, including real estate, energy, renewable energy, infrastructure and natural resources, for actionable best-in-class investment ideas across public and private markets and liquid and illiquid securities. We collaborate with you to build real assets portfolios that meet your investment goals, while employing a rigorous manager-selection process encompassing first-time funds and seasoned money managers the world over.