All the Asset Managers we partner with must be legally authorised entities with regulatory approval to conduct their activities, together with audited results, that are fully transparent for us and the investors.

We are not limited to specific asset classes, but look for Firms who can demonstrate deep knowledge, experience, long track record and sufficient resources in a specific niche asset class.

We specifically like Asset Managers who can demonstrate strong innovation in their chosen area of expertise, as well those strategies that should have international appeal and scope.

Key criteria that we consider include:

  • Ownership structure with aligned Investor/Manager interests
  • Compelling investment case
  • Sustainable risk-adjusted performance
  • Structured and replicable investment process
  • State of the art risk management process and legal & compliance structure
  • Regular and transparent reporting
  • Stability of the investment team