Our Approach Cultivating Best Ideas Across the Globe in Public & Private Markets
We craft bespoke portfolios covering public & private markets diversified across region, asset-class, size, style, and factor(s). We embrace truly open architecture in accessing top-tier equity, fixed income, private equity/credit, venture, and real estate investment opportunities.
Portfolio Construction Creating Portfolios with True Diversification & Asymmetric Risk/Reward
Portfolio construction is perhaps our most important job, requiring deep research coupled with advanced portfolio analytics. We go beyond standard measures like volatility, beta, correlation, & covariance, incorporating data like factor exposures, risk bets, and scenario analysis.
Combining Active & Passive Management
While we are active in our constant pursuit of opportunities and investment ideas, we embrace research that suggests combining active and passive strategies is necessary to achieve optimal risk adjusted returns.