Selection Criteria

We look for the following attributes in a potential manager:

  • Sustainable and repeatable investment strategy.
  • A verifiable record as an independent investment manager over multiple years.
  • In most cases, a minimum of $100 million under management.
  • Liquidity.
  • Capacity for growth.
  • Superior risk management.
  • A demonstrated ability to preserve capital in down markets.
  • A strategy that is readily comprehensible and that is complementary but not duplicative of or contradictory to those already in our portfolio.
  • A high degree of accessibility and transparency.
  • Strong back office procedures & capability
  • Impeccable references.