Forging long-term value-added partnerships with great investors
Our value added is spawned out of our deep expertise in their asset class. Our dedicated asset class teams visit over 1000 asset managers a year in the process of undergoing deep fundamental analysis. Our approach is to be completely transparent with these managers about their strengths and weaknesses in the process of due diligence all the way through to our long-term working partnership with them. We have helped new and well-established investment firms to achieve excellence in various aspects of their business, based on our experience observing other managers in action. In addition, we have helped to identify and seed new investment strategies with long established managers.
What are we looking for?
We start with the premise that the vast majority of active investment managers fail to generate outperformance to justify their fees. The rare exceptions have developed a sustainable competitive advantage in an attractive and clearly defined subset of the investment universe. They tend to be entrepreneurial, owner-operated investment businesses with their incentives perfectly aligned with those of their investors. They are highly principled and ethical investors who manifest the highest standards of integrity in everything they do. They will be transparent with their investment partners and open to constant learning and adaptation to a changing world.
Send us your details
If you are looking for long term investment partners to support you in achieving the vision you have for extraordinary investment performance, please study the attached set of criteria we generally look for in a long term partner beyond the outline above. If you feel that you meet those criteria and feel we may be a good partner for you, please contact us here.