Investment Strategy

Rigorous, Time-Tested Investment Process

Overview

Investment Philosophy

▪ Our Core Values stem from Our Affiliated Family Office Legacy*
To Build & Preserve Wealth by Investing in A Disciplined Manner that Aligns the Goals of Our Investors with our Investments Over the Long Term

Objective

▪ To Seek Attractive Risk Adjusted Returns over the Long Term

Defining Attributes

▪ Consistently Applied Method
▪ Through Market Cycles
▪ Ongoing Sourcing
▪ Tenure & Experience Differentiate
▪ Compliance & Risk Culture
▪ Continual: Review is Real Time & Ongoing   

Core Pillars

1- Diligent Process
2- Alignment & Transparent Communication
3- Innovation Mindset
4- Risk Management

Note: There is no guarantee that our investment philosophy or process will result in the desired investment objective. Please refer to the Disclaimers at the end of this presentation. *Please see “References to the Family Office” section of the Disclaimers page for important additional information about the Family Office.

Our Investment Process is the Bridge:

Benefit From Our Alignment Across Our Hedge Fund Partners & Our Valued Investor Partners

Diligent Process & High Standards

Alignment & Transparent Communication

Innovation
Mindset

Risk
Management

Opus

Contact Us

1 State Street, 32nd floor

New York, NY 10004

info@opusfund.com

212 266-8259

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