*We define early stage funds as funds with track records of less than three years or assets of under $400 million. There is no guarantee that an investment in fund of funds will outperform any other type of investment or that any of the benefits discussed herein will be realized. As with any investment, an investment in fund of funds could lose value. Please refer to Important Disclosures.
Investment Approach
Fund of Hedge Fund Portfolios and Customized Accounts consist of a mixture of early stage and established funds. Portfolios can be customized to meet specific return and risk objectives and to provide high levels of transparency and client service.
Core Principles
- Belief that, in certain strategies, early stage hedge funds generally outperform established hedge funds*
- Focus on nimble, smaller funds with structural and investment advantages
- Risk management integrated into investment process
- Protection of capital
- Customized portfolios for investor return and risk objectives
- Negotiation of preferred investment terms for early strategic investors