investment management

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Our Approach
Our investment philosophy is based on the belief that a disciplined approach to understanding macro trends and multi-year themes, combined with a rigorous fundamental research process, can identify and exploit asset mispricing on both the long and short side of the market. Using this approach, superior risk-adjusted absolute returns can be continuously generated across various market cycles.

Our Capabilities
Driven by our commitment to client interests, we offer a range of services including separately managed mandates, in-house funds to help clients meet their complex financial needs. In the public markets, we are active in global cash equities, fixed income and currencies.  

​In private markets, we are active in commercial and residential real estate, early-stage venture opportunities. We also have an open architecture platform where we can identify and select best-in-class third party investment funds.

Asset Management
The defining aspect of working with us over the traditional bank or broker advisor model is that we sit on your side of the table. With this model, we are truly aligned with your interests and goals, and you continue to benefit from the security, infrastructure, systems, processes and services of the bank or broker of your preference.
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Beyond providing our investment expertise, we also help clients consolidate and reconcile multiple accounts and exposure, serving as a check-and-balance in your relationships with the banks and service providers.