1. You predominantly hire external managers and expect them to integrate ESG and handle proxy voting.
We’re an owner-managed boutique with a formal ESG policy and active stewardship process; we can assume proxy voting and provide the ESG integration and reporting you expect from external managers.
2. You maintain dedicated International and Emerging Markets equity sleeves (with MSCI EAFE and MSCI EM benchmarks).
Our concentrated best‑ideas strategy runs globally with deep emerging markets capability, designed to complement your EAFE/EM sleeves and benchmark framework.
3. You have a 10% Marketable Alternatives allocation evaluated versus HFRI FoF and include low‑beta/market‑neutral, long/short, and event-driven strategies.
We deliver a low-correlation, absolute‑return profile through high‑conviction long/short investing that maps cleanly to your marketable alternatives sleeve.
4. You prefer SMAs when feasible and, if using commingled funds, require frequent liquidity, institutional custody/prime brokerage, and audited financials.
We can offer either an SMA or an institutional commingled vehicle with quarterly liquidity, top-tier custody/prime brokerage, and annual audited financials.
5. You use selective co‑investments alongside existing managers, often with reduced or no fees.
We regularly structure co‑investments in our highest‑conviction ideas, providing a fee‑efficient way to scale exposures that are working in your portfolio.
6. You evaluate managers on long‑term, net‑of‑fees performance, with emphasis on track record, consistent process, and stability of ownership/key personnel.
We’re an entrepreneurial, owner‑managed firm with a long, audited track record and a consistent, high‑conviction process designed to compound over multi‑year horizons.
7. You are reducing fossil‑fuel exposure over time and have avoided new commitments to fossil‑fuel‑focused funds, while fully integrating ESG.
Our portfolio is inherently low in fossil‑fuel exposure and integrates financially material ESG risks; we can provide carbon metrics and engagement reporting aligned to your policy.
8. You work with a large roster of external managers and explicitly assess AUM and capacity when selecting managers.
As a focused, capacity‑aware boutique, we can offer a right‑sized allocation and clear capacity discipline that fits within your manager roster construction.