1. You rely on external managers (including hedge funds) to run the endowment.
We’re an entrepreneurial, owner-managed hedge fund with a concentrated, high-conviction approach—structured for external LPs and designed to add a distinct, low-correlation return stream alongside your existing manager roster.
2. You can make new, reasonably sized commitments to value-creating managers.
As a smaller, capacity-constrained manager, a CMU-sized ticket would be meaningful and aligned with our ability to compound over the long term without diluting returns.
3. You favor a broader, global portfolio over concentrated U.S. exposure.
Our global mandate (with EM capability) and concentrated best-ideas portfolio are built to exploit opportunities outside the U.S. mega-cap complex, aiming to diversify return drivers and enhance long-term compounding.
5. Your focus is on top-quartile, long-term performance and compounding, not short-term noise.
Our high-conviction, low-turnover process targets multi-year outcomes; we have a long track record and are comfortable with interim volatility in pursuit of superior long-term compounding.
6. You are comfortable with less liquid, lock-up structures and NAV-based vehicles.
Our concentrated strategy benefits from aligned, patient capital. Your willingness to accept initial lock-ups and structured liquidity is a strong fit with our approach.
7. You expect global managers to handle FX and risk management discretionarily.
We actively manage currency and use derivatives prudently to shape exposures and dampen downside, supporting a differentiated, low-correlation return profile within your global book.