Research & Manager Due-Diligence Inquiries

On behalf of our clients, we assess a wide range of global investment strategies across all traditional and alternative asset classes.

We are highly selective in our process and only mandate a small number of managers. Our initial criteria for manager review include: committed investment philosophy, integrity, sector expertise, strong record of risk-adjusted results and alignment of interests with client outcomes.

If you have an interest in starting a dialogue with us, we encourage you to email us at If we have further interest, we will contact you. Please do not contact any professionals directly by phone or e-mail. Thank you.