Carefully curated portfolios of Alternative Mutual Funds aim to provide differentiated sources of return and income relative to traditional equity and bonds indices, with significantly less volatility. Aside from our flagship portfolios, we offer white-label solutions, customizable to any investment or advisory platform. Currently offered through separately managed accounts and model delivery:
Alternative Manager Select (Absolute Return and Alternative Income) strategies managed by Patrick St. Denis, were launched in July of 2013 and have produced strong risk-adjusted returns as a result of our differentiated approach to portfolio construction and manager selection.
- ESTABLISHED INSTITUTIONAL PROCESS: Over a decade of dedicated, specialized firm experience researching hedge fund and alternative mutual funds (AMFs), managers and strategies.
- RIGOROUS RESEARCH AND DUE DILIGENCE: AMF Selection based on proprietary quantitative and qualitative factors.
- FLEXIBLE APPROACH TO MANAGER STRATEGY: 580+ fund universe filtered down to our approved list of <25 AMFs.
- OPERATIONAL FOCUS: Avoid fund management companies that are poorly run or carry unnecessary business risks.
We institute the same principles to our Manager Select portfolios of Alternative Mutual Funds (AMFs) as we do in our private Fund investment research and allocations; thoughtful strategy diversification and understanding of underlying risks and correlations. What separates us is the knowledge and experience in selecting AMFs which we believe to be best in class and have sound, repeatable investment processes, and risk management philosophies.