How We Invest

 

  • Set high level investment goals

    • Identify the Big Picture Theme

    • Then identify best in class ways to play those themes

  • Set investment timeline (with eyes on the future)

  • Select strategic partners

  • Develop our risk matrix and assess our risk tolerance

  • Agree on a strategic allocation

  • Benchmark allocation with Members

  • Use leverage and MFN to negotiate fees

  • Monitor investments to keep on track to our goals

  • Periodically relocate assets to be consistent with strategic allocation

  • Maintain a sufficient amount of "dry powder" to take advantage of "trading" opportunities