Portfolio Construction and Management

  • Our portfolio construction methodology is based on comprehensive bottom up fund manager research complemented by top down economic and market overlay
  • The selection of the underlying fund managers is based on thorough due diligence and monitoring, covering a wide range of investment and operational criteria. The top down asset allocation is based on our assessment of the economic and market environment and the risk profiles of our Portfolios
  • We adopt an active approach to portfolio and risk management. Our portfolio investments are evaluated on a continuous basis on their performance against monitoring criteria established at the time of investment, performance versus peer group and relevant market indices. We actively manage our portfolio of investments aiming to achieve clients’ investment objectives
  • We invest across hedge funds strategies and regions of the world but we have a particular focus on managers generating uncorrelated returns, providing capital protection and generating alpha thus complementing usefully more traditional long only portfolios
  • We also have a proven capability to invest in emerging market managers globally and across strategies