WHO WE ARE
Team
- Unique combination of academic and practitioner experience
- Principals have decades of experience in both investing and scientific research
- Our team, like our investments, is a best diverse ideas portfolio. We are diverse on many dimensions, including national origin, gender, religion, political views, age, social adaptability and love for mathematics.
Research Approach: Intertwined with Investing
- Philosophy
- Challenge the arbitrary in investing and promote scientific frameworks
- CIO: over 25 years of developing intellectual property
- We put our money where our research is
- Impact
- A different approach to active investing: risk defined solutions
- The result is unique, specialized portfolios with some of the longest track records in the industry
Investment Approach: Rooted in our Research
- Philosophy
- Alpha is not generated by being a follower
- Alpha is generated in high conviction portfolios
- Risk framework is multi-faceted. It starts with protection against permanent loss of capital.
- An investment solution is robust if it relies on a repeatable process
- Impact
- Each portfolio is a risk defined financial instrument, not a collection of investments
- Concentrated (5-20 managers), mono-asset class
- Favors niche opportunities and early-stage hedge funds
- Dynamic capital allocation within each asset class
DIFFERENTIATORS
- Scientific research culture
- 19 year track record of managing risk-defined, concentrated portfolios
- Personal access to principals and to research group
- Partnering attitude in all client relationships
- One of the few independent, fully employee owned firms in the industry. Woman Business Enterprise certified.