College of Holy Cross

Generated outreach message alignment report
1. You favor concentrated, best‑ideas exposures and high‑conviction portfolios.
Our fund is a concentrated, high‑conviction, owner‑managed strategy—directly aligned with your preference for focused best‑ideas allocations.
Evidence
“ETFs help us to run a more concentrated portfolio of our best ideas, while enabling us to allocate our time to areas of the portfolio where we can add more value,”
2. You actively reserve capacity for external active managers.
As a small, capacity‑constrained boutique, we value partners who plan around manager capacity and can engage with entrepreneurial firms.
Evidence
“It allows us to maintain some extra capacity for our active managers when there is space available.”
3. You allocate globally across U.S., developed, and emerging markets.
We run a global mandate with dedicated emerging markets capability—useful where you’re actively managing EM alongside developed market exposures.
Evidence
“We use ETFs mainly for rebalancing the long-only equity portfolio allocation, specifically across U.S., developed and emerging markets.”
4. You dedicate hedge fund capital to global equity assets.
We are a global equity hedge fund with a long track record, designed to complement core equity with differentiated alpha.
Evidence
“he discusses his focus on the long-term horizons of investment as well as the hedge fund money in global equity assets.”
5. You prioritize long‑term horizons and seek managers with clear philosophy, strong culture, and partnership alignment.
Our owner‑managed firm emphasizes long‑term compounding, a durable investment philosophy, and collaborative LP relationships—matching your selection criteria.
Evidence
“his focus on the long-term horizons of investment” “we’re interested in their long-term strategy, investment philosophy and firm culture. Our best managers are always curious about how we see the world and view the relationship as a partnership, not as a source of funding.”
6. You focus time on managers and policies that can materially impact returns.
Our concentrated, high‑active‑share approach is built to be a high‑impact allocation rather than benchmark‑like exposure.
Evidence
“It really serves two purposes and, with the ease of implementation, allows us to spend our time evaluating managers and policies that can have a greater impact on the bottom line.”