Personalized Strategy Development
We translate your policy and objectives into a portfolio blueprint. Clear risk, liquidity, and fee budgets. No house list.
Open-architecture portfolio design, manager selection, and governance
Built by allocators. We partner with your team to design, select, and govern alternative allocations across hedge funds, liquid alternatives and QIS.
Want to use absolute-return strategies but unsure where to start?
How do we build a strategy we can explain and defend?
What due diligence meets internal and regulatory requirements?
How do we manage liquidity, fees, and downside risk?
What returns are realistic—and what drives them?
Experience Meets Technology: Tailored Hedge Fund Solutions
Allocator expertise meets modern tooling. We combine deep manager research with Ensemble for analytics, benchmarking, and documentation you can take to the Investment Committee.
- In-depth research and comparative manager analysis
- Portfolios designed for your constraints and goals
- Human judgment, backed by data and process
Stay on Top of Your Investments
We don’t just place managers—we govern them. Continuous monitoring links performance to risk, factors, and market context so actions are timely and defensible.
- Ongoing oversight with triggers and playbooks
- Attribution by source of risk and return
- Liquidity and fee budgets tracked over time
Clarity, Confidence, and Control
No surprises. We document decisions, evidence, and outcomes—Governance. Everything is explainable to boards, auditors, and stakeholders.
- Transparent, IC-ready reporting that shows our working
- Direct access to senior allocators
- Simple dashboards via Ensemble
Read our blog
The Premium Income Mistake: Why "Equity Premium Income" Isn't the Income You Think It Is
A family office CIO shared a real-life story with me recently. His principal—a retired tech executive—was furious. The "high-income equity strategy" they'd allocated $3M to in early 2024 had just lagged the S&P 500 by 22 percentage ...
10 min read
Sleeve Management: Running a Liquid Alternatives Portfolio Like a Pod Shop
Most allocators start with what to own. The harder question comes later: how much to give each sleeve, when to reduce it, and when to add? That is sleeve management. A multi-manager pod shop solves the same problem inside a hedge fund. ...
5 min read
June 11, 2026: The SEC Names Rule Playbook for Liquid Alts (80% Policy)
If you allocate to liquid alternatives, you already know the awkward truth: the label sells the strategy. Now the label has to pass a math test. The SEC’s amended Names Rule (Rule 35d-1) is forcing funds to line up what’s in the name with ...
10 min read