Our Criteria

Institutional Invesment Relationships

When working with portfolio managers through indirect managed investment partnership- we consider top most the partnership potential and managers track record. Other criteria that we consider:
  • PM Funds Under Management
  • Asset synergy with existing internal balancing strategy
  • PM experience with fund strategy
  • Governance and compliance
  • Fiduciary Based Relationship - we seek partnerships with those advisors that have a clear track record with firms that have produced market performing market metrics on a period weighted average basis across critical criteria focused on predictable and repeatable returns across various cycles.
  • Platform Strategy - As a general rule, we do not engage in exposure platforms strategies that use market driven allocation-based models. We believe such strategies chase market returns, we are looking for long term stable value positions.
  • We consider synthetic structured investments with redemption periods of not less than 10 years. We look for defined stop loss override exit redemption options exercisable at our choosing based upon fund performance.
  • Asset Classes- We consider a broad range of traditional asset classes such as, Alternative Assets, Equity, Fixed-Income, Direvatives and Futures.

Our Focus

Risk Based Relationships with clearly defined exposure strategies are welcomed if high value opportunities provided meet our minimum criteria.

Criteria

These are some basic critria which we consider.
  • We consider structured programs of equity and debt with clearly defined redemption options in private and public opportunities.
  • We look for spread exposures that are not greater than the forward 36 month proforma or TV average of the projection
  • Highest risk level is is within the lower bound market performance projection of similar opportunities.
  • We limit interest to specific asset classes, with direct swap options and outside credit allocation participation options to cover positions in lieu of redemption overrides that are maintained with standard terms or optionally exclusive to the Trust.
Contact us if you have opportunities which meet our criteria
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