We are led by a seasoned, experienced team of senior consultants who have worked closely together for many years. Unique to this industry, each of our client partnerships is directly managed by a senior consultant that also drives the research process.
Our approach is intense, rigorous and comprehensive, with senior consultants dedicating considerable time to evaluating and interacting face-to-face with investment managers. The investment manager underwriting process includes a quantitative review of a manager’s historical performance as well as a qualitative analysis of a manager’s structure, team and overall investment approach. Through this process, our highly respected senior advisors identify differentiated and compelling opportunities across the investment management industry.