We are dedicated to alternative investing and financial problem solving. We seek to generate higher absolute returns with low volatility by identifying inefficiencies, capitalizing on unconventional investments, and creating well-structured portfolio solutions. We search out new and innovative opportunities to remain a leader in alternative investments.
We offer a broad range of absolute return strategies and vanguard products for both institutional and high net worth investors. Our approach has performed through difficult economic environments and during unconventional and challenging recoveries. Our reputation is built on our hard-working talent, our intensive fundamental and technical research, and our risk-averse philosophy.
We have a different approach to alternative investments. While many managers discover an opportunity and then search for investors, we seek opportunities that respond to complex investor needs. We do not limit ourselves to a single strategy or market and do not serve a broad investor base. Our clients operate in difficult economic, political and tax environments that complicate normal return, risk, and liquidity objectives. Solutions that succeed in these environments require expertise that goes far beyond asset selection and portfolio management.
We develop long-term and close relationships with clients. Our senior managers interact with clients on a regular basis to fully understand their needs and to respond to macro- and micro- environmental changes. Our investment programs are typically private and involve a closely held group of investors.
Our investment programs may range from large scale collateralized corporate loan obligations to niche venture initiatives. Our client solutions have involved large and small business lending, leveraged preferred share portfolios, distressed investments, asset-backed securities, private equity, real estate, and cross border currency hedges. The common theme to these programs is a solution tailored to the investor’s needs and executed with intense credit analysis and a broad understanding of the surrounding economic, political, and operating risks.
