Investment Criteria

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We choose exceptional fund managers based on 3 main criteria:

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  • Knowledge, skills, or industry positioning which create a competitive advantage for the fund

  • Pursue a strategy that we believe is favored by global market trends for the next decade

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  • Raising a mid-sized amount of capital

  • Size consistent with previous funds

  • General partners own a substantive stake of fund

  • Generally avoid placement agents

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  • Compensation structure that endeavors to align manager and investor interests

  • Serve primarily an institutional clientele

  • Command investment minimums such that a pooled vehicle structure is appropriate

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