Institutional Investors
Institutional global, multi-asset class investment management which spans traditional and alternative asset classes and strategies.
INSTITUTIONALProcess
Our investment process emphasizes long-term return potential and as such, we focus on developing a thorough understanding of each prospective investment before we commit capital. Our investment process includes reviewing historic financial statements as well as engaging company senior management in regular dialogue to more completely and continually appraise vision and leadership.
Business Continuity
We have a business continuity program in place to help ensure safety, continuity of service, and support for our clients. The program includes periodic evaluation of risk and control, business impact analysis, business continuity strategy development and review, emergency response planning, crisis management planning, business continuity planning and periodic plan maintenance.
We manage separate portfolios for each of our investment clients. This practice allows us to concentrate on our best investment ideas while closely monitoring all developments.
We invest in companies of all sizes, across industries and geographies, seeking to understand the business fundamentals and those people responsible for creating and executing its strategy. We are well positioned for this, with research associates in the United States and Europe, allowing nearly 24/7 analytical activity.
Once we have developed a thorough understanding of the business, processed all available data, and committed capital, our investment process continues. We update and reconfirm our reasoning for each of our investments on an ongoing basis. We also continually communicate with senior management and other institutional investors who own the same security for as long as we hold an investment.
