Connecting Alpha-Seeking Investment Managers with Wealth Managers and Consultants
Current Manager Searches
Our current search parameters are as follows:
We represent Hedge Funds, Fund of Hedge Funds and Separate Accounts
Our target Distribution Partners are Pension Consultants, Platforms, Family Offices and Wealth Managers
Our CURRENT Investment Manager Mandates are as follows:
Flexible Mandates (e.g. - a. All-Cap Growth b. All-Cap Value c. AllCap Core)
Small Cap (< 3 year track record with, if possible, portable record from former funds managed)
International Growth
Global, Long/Short Hedge Fund or FOHF
Domestic L/S & Market Neutral Hedge Fund or FOHF
GIPS Compliant preferred (Long Managers)
>$75MM in AUM minimum; preference is $150-$250MM AUM
Low Composite Dispersion with 5 portfolio minimum preferred
Process is defined, repeatable, consistent and presentation-ready
Long-Only - Currently reporting to at least one of the following databases: PSM/Morningstar/Zephyr/Informa (or comparable)
Hedge Funds - Currently reporting to at least HFN or HFR (or comparable)
HF/FOHF Maximum Drawdown - 5%
SPECIAL SITUATIONS: We have represented Emerging Managers where there is a unique approach to a market. In those cases where the manager and investor met with success, the manager was able to articulate a clear rationale for the existence of the market (mis)pricing, why it would persist and what would cause this (mis)pricing opportunity to change or diminish. Please contact us if you are in such a situation with such an area of expertise. We have several MFO's interested in emerging managers/funds where this is the situation.