Investment Strategy

Rigorous, Time-Tested Investment Process


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


▪ To Seek Attractive Risk Adjusted Returns over the Long Term

Defining Attributes

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

Core Pillars

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

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




Contact Us

1 State Street, 32nd floor

New York, NY 10004

212 266-8270

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