“When putting together an alternatives portfolio, I like to see the following conditions in place. First, the returns must be competitive with the long-term market averages. Secondly – and equally importantly – the correlation to the S&P 500 and other equity benchmarks should be minimal. And finally, the individual alternative investments should have low correlation to one another. Diversification only works when the pieces are truly independent.”
“We have worked with clients since 2006, and as we have grown and evolved, I have come to value the deep partnerships we build with them. Our clients tend to be sophisticated investors, and their constant input helps us to shape and refine our processes. We view our clients as real partners and view every client relationship as an opportunity to collaborate.”