1. You already allocate to hedge funds alongside public equities.
We run a concentrated, high-conviction hedge fund with a low-correlation return profile and a long track record—designed to complement existing alternatives sleeves.
2. Your policy emphasizes a long-term horizon and infrequent strategic changes.
Our owner-managed firm invests with multi-year timeframes and a concentrated best-ideas approach, supported by a long track record—well-suited for patient, durable partnerships.
3. You invest globally across domestic and international equities.
We run a global mandate with the ability to source ideas internationally (including emerging markets when appropriate), offering diversified alpha beyond U.S.-only exposures.
5. You prioritize responsible shareholder engagement and proxy voting.
As active owners in our long positions, we can align proxy voting and engagement practices with your standards while maintaining a differentiated, low-correlation return profile.
6. You are engaged in sustainable investing but maintain a pragmatic, flexible approach (IEN member; sustainable fund; no formal policy; not PRI; no divestment goal).
Our entrepreneurial firm integrates material ESG risks and can tailor Catholic- and values-aligned screens without requiring a rigid external framework—keeping the focus on long-term returns.
7. You evaluate results against a composite, dynamic benchmark that mirrors actual asset allocation.
We can frame our low-correlation, absolute-return profile in the context of your composite benchmark and report contribution to portfolio-level diversification.