Interdisciplinary Investing

Integrating Diversity at Scale


Portfolio construction that
is designed to generate

attractive returns independent of macro outcomes and without “calling the market,” while considering macro factors at all times.

Culture of collaboration and transparency

enables us to be a strategic and solutions-oriented thought partner to our investors, delivering value above and beyond investment returns.

We seek to create customized investment products at scale to fit specific risk/return goals.

Strong risk management culture

and rigorous underwriting systems preserve capital while seeking to generate consistent performance.

Superior hedging, trading and portfolio construction enabled by timely evaluation of macro, idiosyncratic, market, and other risk factors/scenarios.


Fundamental Research

Dedicated team of 30 research and sector specialists with deep and specialized industry expertise develop high conviction, non-consensus views.

Nimble inter-disciplinary approach to pursue a broad spectrum of opportunities.

Portfolio Construction

Non-siloed and collaborative approach across markets, instruments and liquidity spectrum, integrating diverse strategies and disciplines.

Allocation of investments systematically and dynamically across multiple funds and products.

Dedicated Execution

Significant counterparty to dealers providing privileged access to dealer balance sheets and deal flow.

Best pricing due to scale, long term relationships and dedicated execution.

Client Service

Provide easy to access performance/risk data and knowledge/insights via best-in-class servicing and communications.

Custom Solutions

Third party risk aggregation, online investor portal, regular and custom analytics.

Risk Management

Ability to rapidly aggregate/ disaggregate full complement of risk and performance drivers and have “all eyes” transparency across firm.


“Institutional-strength” scalable infrastructure to maintain robust and flexible operations and enable seamless allocations across investment funds.