Investor Benefits

  • Access to Investment Themes

    Actionable investment opportunities with exclusive focus on alpha

  • Due Diligence

    Initial due diligence and ongoing monitoring.

  • Customized Portfolio Construction

    Ability to customize a portfolio with specific performance objectives and risk limits.

  • Affordable Solutions

    Low management fee; no placement or performance fee.

  • No Conflicts of Interest

    No revenue-sharing, trading, prime brokerage or investment banking relationships.

  • Superior Client Service

    Continuous communications including monthly webinar, quarterly conference and manager meeting.

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