Successful investing occurs at the confluence of sound data gathering, insightful research, tactical execution and round-the-clock oversight. Importantly, this convergence must occur within and across silos - in fact attractive investments often lie outside traditional categories overlooked by institutional investors.
We consciously eschew pigeonholing ourselves along such categories, instead focusing on applying our well-defined set of analytical skills to asset classes worldwide. We invest in the technology, natural resources, healthcare and consumer sectors and express our views across the capital structure via debt, equity and equity-linked securities.
Risk Management
Risk assessment is interwoven directly into our portfolio construction process as early as pre-trade discussions. This philosophy ensures that risk estimation is front and center while an investment's price, size and portfolio contribution is being evaluated. This mindset is further extended in ex-post reviews, where positions are continuously monitored for market risk, operational complexity, sensitivity to financing and capital intensity. Finally, impact of tail-events and cross-asset liquidation risks are mitigated at the portfolio level to ensure capital preservation in difficult markets.
