The Advisory Process
Transforming Ideas into Portfolios.
Rigorous hedge fund research drives portfolio construction
Core Advisory Activities
Idea Generation
We maintain a rich pipeline of investable hedge fund ideas.
Portfolio Construction
We create customized portfolios that seek to generate the highest possible returns while minimizing drawdowns and correlations to stocks and bonds.
Risk Management
Client portfolios are monitored on a weekly, monthly and quarterly basis. We flag investment and operational problems resulting in swift coordinated action.
Portfolio Objectives
The Golden Triangle
Representing all absolute-return investment objectives we seek to achieve:
Return
The highest possible return, both risk adjusted (Sharpe) and absolute
Risk
No /lowest possible, negative calendar year return
Diversification
Low correlation to equities and bonds