Our approach blends innovation, proprietary analytics, and market expertise to identify and manage standout alternative investments.
Why Alternatives?
With easy beta fading, alternative investments provide unique ways to pursue returns and resilience.
Reduced volatility
Potential to lower correlation to public markets, which is key in reducing overall portfolio risk and dampening volatility. This attribute helps create more stable long-term investments through various market cycles.
Inflation protection
Certain real assets, such such as real estate, commodities, and infrastructure, may naturally hedge against inflationary pressure. This capability helps maintain and preserve purchasing power over extended periods of time.
Enhanced return potential
Alternative investments may offer the chance for higher long-term risk-adjusted returns than traditional assets. This potential is realized by capitalizing on unique, specific opportunities not typically found in public stock or bond markets.
Unique opportunities
Alternatives provide powerful access to exclusive investment opportunities often unavailable to the general public. These specialized avenues serve as a strong path to generate portfolio alpha (returns that exceed market benchmarks).
Diversification
Broadens a portfolio's opportunity set significantly beyond traditional stocks and bonds. Adding non-correlated assets, such as private equity or hedge funds, can potentially improve the overall risk-return profile of a portfolio.
Capital Preservation
Many alternative strategies, like specific hedge fund approaches, focus on absolute returns with a defensive mindset. This emphasis on downside protection aims to reduce the magnitude of losses, helping to preserve capital during market downturns.
Investment Selection
Investment selection is paramount when it comes to Alternatives
The wide performance gap among alternative investments underscores the need for rigorous selection, something we’ve refined over decades through our proprietary investment process.
Source: Morningstar Direct, as of 12/31/2023.
Disclaimer: Past performance is not indicative of future results. Any historical returns, performance results, or projections are illustrative and should not be relied upon as an indication of future performance.
Investment Universe
Our investment universe,
beyond the traditional
We go beyond the confines of public markets to uncover unique opportunities in a diverse range of alternative investments. By focusing on this investment universe, we provide access to asset classes and investment structures which offer the potential for non-correlated returns that may be independent of market direction.
Traditional Investments Universe
Altes Alternatives Universe
Investment Approach
Guiding investment philosophy
Our investment philosophy is rooted in a singular goal: to develop alternative investments in the service of more effective investments for our clients. This approach combines innovative thinking, proprietary data analysis, and a deep understanding of market inefficiencies. We aim to ensure that every investment is thoughtfully selected, thoughtfully structured, and optimized for long-term success.
Strengths of Our Approach
Holistic Solutions for Diverse Investor Needs
Our approach is built around a deep understanding of the unique financial goals and challenges of our clients. We design investment strategies that not only align with the unique portfolio objectives of each investor, but also offer a tailored approach to risk management, diversification and tax optimization.
Identification of Unique or Off-Market Investments
Identifying unique off-market investments is fundamental to our investment approach. Leveraging our extensive network and deep industry relationships, we aim to uncover opportunities that are often overlooked by traditional investment channels. Our team’s extensive industry expertise and network allows us to source these exclusive investments, often before they become widely available, providing our clients with access to high-potential investments not typically found in the broader market.
Application of Proprietary Analytics and Risk Management
We apply cutting edge investment analytics and sophisticated risk management techniques developed by our team of PhD’s and investment professionals, who spent years creating proprietary analytical tools at some of the world’s leading investment firms. This analytical rigor allows us to not only identify high-potential opportunities, but also to actively monitor and manage risk across all stages of the investment process.
Creating and Managing Innovative Investment Structures
We believe that the investment structure is as critical to success as the underlying asset itself. Our core differentiation lies in our ability to construct innovative investment solutions tailored to specific client needs. By considering the structure and the asset together, we maximize potential across objectives ranging from tax optimization and long-term planning to diversification and enhanced alpha generation.
