Philosophy
Built on discipline, integrity, and alignment
We believe that thoughtful investing is built on a disciplined process. Our focus is on constructing portfolios that are absolute return-oriented and uncorrelated to broader indices, seeking to provide real diversification. Every decision reflects a consistent approach to protecting capital and acting with integrity on behalf of those we serve.
We strive to:
Hire Top Talent
Identify experienced managers who excel in risk managment
Avoid Large Drawdowns
Unlocks opportunity for compounding
Deliver Alpha
Absolute returns with minimal correlation to traditional betas
Put Clients First
Transparency is critical for success
Process
Built on selectivity, diligence, and structure
We work to identify experienced managers, assess operational strength, and build portfolios that balance opportunity with risk. Each allocation is made through a framework that seeks to prioritize consistency, risk control, and a clear alignment of interests.
Foundation Criteria For Manager Selection
Experience
Battle-tested through multiple market cycles – we look for managers with strong pedigree who’ve managed risk over periods of significant volatility and learned from both wins and setbacks
Integrity
It starts with the people – we believe character is the foundation of everything, and we seek to partner with managers who have zero tolerance for shortcuts
Returns
Get under the numbers – we seek to partner with managers who can deliver consistent risk-adjusted returns with an emphasis on downside protection
Discipline
Consistency over impulse - we look for managers who remain focused on their process, strive to maintain risk controls, and avoid return chasing or style drift
Edge
Different by design – we look for managers who bring a differentiated approach whether through sector specialization, proprietary models, or other means – that is sustainable, compelling, and is deeply embedded in their process
Alignment
“Skin in the game” – we seek to partner with managers who have meaningful personal capital invested alongside us
Risk Management
Integrated into every step of our process
We evaluate both investment and operational risks, monitor exposures continuously, and seek to embed risk management throughout every step of our process. Protecting capital is not a separate objective — it is central to how we invest.
Firm Level
Top-down culture of governance and oversight across key risk areas including compliance, investments, client relationships, and operations
Portfolio Level
Allocations within our actively managed funds are set with emphasis on various risk parameters and monitored by our investment team
Manager Level
Managers are assessed across both operational and investment criteria and re-underwritten on a regular basis
Position Level
Longstanding relationships and culture of trust with our managers can afford us visibility into granular positioning
Firm Level
Top-down culture of governance and oversight across key risk areas including compliance, investments, client relationships, and operations
Portfolio Level
Allocations within our actively managed funds are set with emphasis on various risk parameters and monitored by our investment team
Manager Level
Managers are assessed across both operational and investment criteria and re-underwritten on a regular basis
Position Level
Longstanding relationships and culture of trust with our managers can afford us visibility into granular positioning