WHAT WE LOOK FOR IN PARTNERS
We seek quality, credibility and scale. We invest in firms built by passionate investors who are maniacally dedicated to a specific investment doctrine.
We believe the most successful firms possess many of the following characteristics...
- Focused Investment Strategy
- Consistent, predictable, repeatable, institutionally credible investment process
- Competitive historic performance across a full market cycle
- Rigorous and clearly articulated risk management framework
- Experienced, Capable, and Motivated Management Team
- Strong, credible, committed CIO
- Deep bench with a diversified, complementary skill set and a clear succession plan
- Proper alignment of incentive to drive investment performance, profitability, growth and stability
- Strong Culture and Impeccable Reputation
- Client focused, fiduciary culture
- Common set of core beliefs
- Highly Profitable, Stable and Scalable
- Strong and growing margins with durable pricing
- Diversified client base with clients of substance
- Robust, scalable and highly efficient infrastructure leveraging leading outsourced providers
- Attractive Growth Prospects in Markets of Significance
- Large, fast growing asset class or innovative market niche
- Proven record of consistent growth
- Potential to be leveraged across additional client markets/geographies
- Sufficient capacity to double AUM with existing strategies
If you are a boutique asset manager looking for the right strategic partner or interested in learning more, please contact us at email@example.com.