01. Long Term Superior Approach

  • Long-term real wealth growth through Dynamic Asset/ Endowment Allocation
  • Focus on truly exceptional alpha-generating managers and assets
  • Continuous access to new opportunities
  • Proven capability in four down markets

02. Access to different asset classes

  • Multi-asset class diversification
  • Add value as a partner for access to rare opportunities
  • Bias towards alternatives

03. Aligned interests

  • No hidden commissions – we are only paid by our investors because that is who we work for
  • Invest in managers with aligned interests
  • We are significantly invested in our own strategies

04. Independent

  • No alignment to any product provider
  • No external shareholders – The firm is owned and run by its principals
  • No “not invented here” mentality