competitive edge

ATTRIBUTE

EDGE

Boutique Firm
  • Focused, performance outcome oriented firm
  • Independently owned with a partnership culture
Equity Investment Approach
  • Time tested, flexible investment process
  • Repeatable sources of alpha: exploiting earnings growth inefficiencies
  • High active share approach
Alternatives Investment Approach
  • Targeted volatility with low correlation, absolute return objectives
  • Flexible approach to identifying value across capital market structures
  • Multi-strategy long/short relative value approach promotes repeatable sources of alpha
Risk Management and Research
  • Integrated proprietary and non-proprietary risk management research tools and processes
  • Isolates portfolio risk factors to optimize intended and minimize unintended exposures
  • Supports insightful risk/reward portfolio construction decisions
People
  • Equity portfolio management talent groomed in-house ensuring consistency and continuity of investment approach
  • Absolute return portfolio management experience rooted extensively in alternative long/short absolute return strategies
Alignment with Client Interests
  • Portfolio Management & Research compensation determined by clearly defined net of fee performance outcomes
  • Self-imposed constraints on capacity to remain nimble to promote opportunities for alpha generation