Philosophy
Our firm philosophy begins with our belief that alternative investments should have a place in most investment portfolios. Alternative investments can add significant value to a portfolio particularly in volatile markets. Today, institutions are widely using alternatives in their portfolios, with allocations in excess of 50 percent in some cases.* Going forward, our belief is that alternatives will play a greater role in all investment portfolios as investors and their advisors become more educated on how to best use them and understand the power of uncorrelated investment returns.
*2009-2010 NACUBO – Commonfund Study of Endowments