Our Objective

  • Our investment objectives have not changed since the firm’s inception in 1991. In general, we seek to:

- Preserve capital during declining markets while participating during market advances

- Minimize the possibility for capital loss

- Achieve returns with low volatility

  • To achieve our objectives, our portfolio selection process focuses on sourcing hedge fund managers with transparent portfolios and processes, who have invested substantial personal capital in their fund, have a best-in-class infrastructure, and who make modest use of leverage


Co-Portfolio Managers have over 80 years of combined experience in hedge fund investing over multiple cycles