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INVESTMENT STRATEGY
WE FIND BEST-IN-CLASS MANAGERS FOR EACH ASSET CLASS
8,000+ STRATEGIES EVALUATED
every 3 months
ONLY 67 STRATEGIES INVESTED
that meet our criteria
WHAT WE INVEST IN
Every client portfolio is bespoke
They typically include these primary asset classes
EQUITIES
​
U.S. Equities
International Equities
Emerging Markets
Small Caps​
FIXED INCOME
Corporate Bonds
Government Bonds
High Yield
U.S. Bonds
International Bonds​​
ALTERNATIVES
Private Equity
Private Debt
Real Estate
Equity Long/Short
Multi-Strategy​​
The first rule of compounding is to never interrupt it unnecessarily - Charlie Munger
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