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Investment Objectives & Criteria

Access Hard to Find, Top tier Managers

We seek investment managers demonstrating:

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• Integrity

• Performance

• Focused niche outside public markets

• Strong historical track record

• Liquidity opportunities

We Invest in Leading Fund Managers

  • Our managers perform

  • Offer proprietary deal flow with a proven track record of performance

  • Diversification across multiple strategies

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Investment Sourcing Process

Our screening process is designed to carefully screen managers for top-tier investment opportunities with consistent performance relative to peers.

 

Extensive evaluation before & after investing

  • Source candidates by accessing our global network of relationships

  • Utilize our analyst research

  • Leverage a global, 1,100+ member Investment Club we manage

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