We approach the markets with the belief that volatility does not equal risk. One of the ways in which we are successfully able to embrace volatility and capture the related premiums is by partnering with like-minded investors.

We are selective in our investor partnerships. The investors who are ideal for our investment management services and approach include:

  • Investors who define risk as a permanent loss of capital (and perhaps purchasing power)
  • Investors willing to embrace apparent/perceived risk to avoid real risk
  • Investors who seek to compound their invested capital at high rates of return over long periods of time while minimizing real risk
  • Investors with and investment time horizon at least 3 years (we prefer 5 years)
  • Investors who look at the value of their investment on an annual basis
  • Investors who are comfortable with portfolio concentration, illiquidity and volatility
  • Investors who have a positive frame of mind and those who fundamentally believe that tomorrow will be better than today

Alternatively, the type of investors for whom our investment management services are "not" suitable include:

  • Investors who are leveraged or who seek to leverage their investment in our fund
  • Investors who believe in the "Efficient Market Hypothesis" and who subscribe to the "Capital Asset Pricing Model's" definition of risk
  • Investors worried about the "Sharpe ratio"
  • Investors with an investment time horizon of less than 3 years
  • Investors who are not comfortable with portfolio concentration
  • Investors who are not comfortable with extended periods of illiquidity
  • Investors who are concerned with index benchmark under/over performance on a monthly or quarterly basis
  • Investors who look at the value of their investment on a daily or hourly basis