1. You favor external managers who can integrate ESG and implement your SRI policy (including alignment to a global ACWI ex-fossil benchmark).
We’re an owner-managed, high-conviction global manager that can embed ESG into research, apply custom exclusions, and report transparently—fitting your preference for managers who operationalize policy screens without sacrificing returns.
2. You want high active share and avoid over-diversification, with a bias toward high-quality businesses.
Our concentrated best-ideas portfolio delivers high active share and focuses on durable, high-quality compounders—aligning with your conviction in active management and skepticism of excessive diversification.
3. You’re leaning into global diversification and see attractive opportunities outside the U.S.
We run a global mandate with emerging markets capability, designed to find idiosyncratic opportunities beyond U.S. mega-caps and to be assessed versus global benchmarks.
4. You prefer specialized, niche managers with domain expertise—often where capital is scarce—and strong alignment (skin in the game).
As a small, entrepreneurial, owner-managed firm, we focus on repeatable niches where our research edge can drive alpha, and we invest personal capital alongside clients.
5. You value differentiated, risk-managed return streams with controlled factor exposures and defined volatility targets.
Our process targets low correlation to broad indexes, manages factor bets explicitly, and focuses on drawdown control—designed to contribute to your risk and volatility parameters.
6. You maintain significant liquidity in marketable assets and explicit access targets.
We offer liquid, marketable exposure with standard fund liquidity terms, helping you meet the 30% monthly and 50% one-year access thresholds while contributing equity-like returns.
7. You seek managers who can be opportunistic and deploy capital during market stress.
Our concentrated, flexible mandate is built to lean into dislocations globally and in EM, aiming to add alpha when your team is rebalancing into drawdowns.
8. You primarily allocate via external managers and keep direct public holdings capped, with a focus on skilled active management.
As an external, specialist equity manager with a long track record and aligned fees, we fit your endowment-model approach and can complement your limited direct book.