Product

Research and development of multi-asset, equity, fixed income and liquid alternatives investment strategies.

Specialist advice on client education and marketing for fund managers and hedge funds.

Gain an independent perspective. Understand how your clients and their consultants make investment decisions. Grasp the competitive forces shaping their industry and the constraints that they face.

Expert guidance on how to win over prospects and deepen your relationship with existing clients.

Daniel Grioli is available for investment committee membership as an adviser (non-voting) or independent committee member.

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Advice (Q3, 2018)

Helping high-net worth investors, family offices, charitable foundations, endowments and smaller institutions to gain greater control over their future.

Applying behavioural economics and psychology to help our clients build their own investment strategy.

We work on a conflict-free, fixed-fee basis. Our aim is to keep things as simple as possible and to keep costs low.

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Funds Management (Q3, 2018)

Maximising risk-adjusted, net-of-fee returns by investing in our best ideas and charging fees that are aligned with client outcomes.

Our competitive edge: The disciplined application of psychology and behavioural economics to improve decision-making.

Equity – Investment philosophy and process that is flexible – investing in opportunities regardless of size or style. Portfolio construction focused on absolute returns and not market benchmarks.

Multi-asset – Using valuation, economic and market fundamentals and trend to create actively managed portfolios with better risk-adjusted returns than conventional balanced funds.

All of our strategies are available via independently managed accounts (IMA) for wholesale clients.