Firm Asset Class Partner Since

Edgewood Management

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Large Cap Growth 2006

Hamlin Capital Management

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High Dividend Equity Income 2009

Otter Creek Advisors

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Long/Short Equity 2013

Fiera Capital

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Emerging Market Asia 2014

Kellner Capital

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Merger Arbitrage 2015

Shenkman Capital

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Short Duration Bonds & Bank Loans 2016

Weiss Multi-Strategy Advisers

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Multi Asset 2016

Levin Capital Partners

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Large Cap Value 2017

Redwood Investments

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International Developed & Emerging Markets 2017

Spyglass Capital

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Mid Cap Growth 2018

What we look for in a Client

We have very clear criteria we look for in marketing new investment management clients. We work in a people business and first and foremost we look for high quality people ahead of investment acumen.

Once we feel we are dealing with very high quality people, we look for firms that have differentiated investment strategies with a clear view of the exact problem their investment strategy is solving for. All great strategies solve for a key problem or address a key problem in the market.

We like investment strategies that are fundamental in nature with a "know what you own" mentality. We like firms that have concentrated portfolios, tight processes and risk controls with clear decision making protocols. We always prefer firms with a team approach where the people generating the alpha own the equity or profits in the firm. Lastly, we like firms who believe providing access to the portfolio team is paramount, without sacrificing performance. ​