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