What we look for in a Client
We have very clear criteria we look for in marketing new investment management clients. We work in a people business and first and foremost we look for high quality people ahead of investment acumen.
Once we feel we are dealing with very high quality people, we look for firms that have differentiated investment strategies with a clear view of the exact problem their investment strategy is solving for. All great strategies solve for a key problem or address a key problem in the market.
We like investment strategies that are fundamental in nature with a “know what you own” mentality. We like firms that have concentrated portfolios, tight processes and risk controls with clear decision making protocols. We always prefer firms with a team approach where the people generating the alpha own the equity or profits in the firm. Lastly, we like firms who believe providing access to the portfolio team is paramount, without sacrificing performance.