1. You maintain a sizable hedge fund allocation and explicitly back hedged strategies (including long/short) with manager discretion.
Our high-conviction, low-correlation long/short approach fits your hedge fund bucket and your preference for active, flexible mandates managed by external specialists.
2. Your policy benchmark and allocations reflect a global orientation (explicitly referencing MSCI ACWI) and material non‑U.S. equity exposure.
Our global mandate and emerging markets capability can complement your ACWI‑aware framework and existing non‑U.S. allocations with differentiated, idiosyncratic alpha.
3. You prioritize diversification with strong returns at lower risk, seeking resilience across market environments and asymmetric return profiles.
Our concentrated, risk-managed approach targets excess returns with less market beta and low correlation, aiming to provide downside protection and portfolio resilience.
4. You keep a concentrated roster of managers and favor long-term partnerships with low turnover.
As an entrepreneurial, owner-managed boutique running a concentrated best‑ideas portfolio, we align with a selective, relationship‑oriented approach and long-duration capital.
5. You actively research new managers and opportunity sets.
This openness is conducive to considering smaller, high-conviction boutiques with differentiated, low-correlation return streams and long practitioner track records.