Fund Managers

FUND MANAGERS

We value our relationships with Fund Managers.

We know it is tough ... running a business and a fund.

Fund managers and independent sponsors form an essential part of our investment strategy. We seek investment partnerships where we can create value, and access distinct competencies with attractive risk/return profiles.

Desired Attributes in Fund Managers Include ...

Consistency and transparency of investment process, strategy, and portfolio;
Clarity on terms, performance risks, and return drivers; and
Collaborative and partnership-oriented mindset.

Kindly send us some written information before requesting a meeting or a conversation. Please include some of the following ...

Why should we consider your strategy, and why now?
Investment strategy, process, and examples
Return expectations
Risk philosophy
Team bios
Relevant statistical analysis - exposures, historical returns, attributions, IRR, DPI, RVPI, TVPI, etc.

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