Our Service

Once we have confirmed that you are a qualified investor, we will assist your decision making process by supplying you with information on the investments within our portfolio. We do not offer advice as to the selection of your investments, our role is to assist in the laison between you and managers.

Selection

We are independent from any investment manager and look for opportunities that meet the long term mandates of our institutional and professional investors. We are intolerant of loss and look further than past profits. Too few assets under management (AUM) may suggest an unsustainable business, but large AUM's also do not guarantee success.

Introduction

When we add new investments to our portfolio, we then email and present the investment philosophy, background and historical data to you. We will also supply DDQ, Offering Memorandums documention, or AUM and other material.

Monitoring

We regularly discuss the changing events in the market with our managers and how this impacts on their assets under management and, vitally, their ultimate performance. We look for style drift, staff changes and any issues that may be relevant to the investor. However, we encourage our investors with interest in particular managers to discuss their investment requirement with the managers.

We issue at the end of each month when all our managers have confirmed their estimated performance, a newsletter that gives the overall performance of our portfolio.

Information and Performance Reporting

If you have expressed an interest in a particular manager, we will then send you the managers' monthly report, and any other update the manager may issue.

Meetings & Briefings

Our managers are global and travel regularly. When they are in your country, we will ensure you have an opportunity to meet them. Conversely, we can arrange for managers to make visits.

Follow-up

Once your investment is made, we will confirm it has arrived with the funds' custodian.