We aim to provide high-touch, tailored solutions to meet the specific needs of our clients – sophisticated, long-term investors that include corporate pensions, foundations, family offices, and high-net-worth individuals, including experienced value investors, themselves.

We tailor portfolios of small value-oriented managers to meet clients’ specific needs regarding investment approach, geographical focus, asset-class concentration, etc. We advise clients on both discretionary and non-discretionary bases.

We advise clients on existing portfolios, examining manager strategy mix, market-cap and geographical exposures, liquidity profiles, etc. In this capacity, we conduct manager due diligence, provide recommendations on current and prospective investments, and conduct ongoing performance oversight.

We run joint-venture partnerships, each sub-advised by its own dedicated niche manager. These funds are available to clients for dedicated investments or for inclusion in portfolios. In addition to our managers’ investment expertise, these funds provide clients with our additional oversight and insights with no additional layer of advisory and performance fees.

We manage a commingled fund investing globally in a mix of single-market, regional, and global value managers, along with a selection of co-investments in what we deem to be particularly compelling opportunities.

Through our ongoing conversations with managers we sometimes come across exceptional opportunities that may make compelling direct co-investments for our clients. Such investments can be structured as SPVs or SMAs under advisory agreements in partnership with our managers.