WE ARE PAID BY SUCCESSFUL MARKET BEATING FUND MANAGERS WHO VALUE QUALITY THOUGHT AND ANALYSIS. They bring intense focus, ignore minutiae, and appreciate our perspective and knowledge of the assets, managers and strategies of each company. Most of our institutional clients beat their indexes; others generally fail.
|WHAT WE DO
|HOW WE DO IT
Learn Your Strategy
|WHY WE CAN HELP
Institutional Investor All-America Research Team (1999,2000)
Wall Street Journal All-Star (2001)
StarMine Best Brokerage Analysts (2005, 2012)
WHY YOU SHOULD TAKE A TRIAL
FIDUCIARY RESPONSIBILITY - if you consistently beat your indexes you don't need us. If you do, we only ask for a hearing and the opportunity to earn your business or displace a competitor.
IDEAS, ALPHA, RISK MANAGEMENT - +750 bps, 4x risk budget, 60% win rate - recommendations over 18 months at a large state pension.
ENHANCED CAREER LIFE EXPECTANCY - If you have less than five years experience your odds of "making it" in this business are 1 in 3. As a buy side analyst your thoughts are always brilliant and your jokes are funny, right? Wrong. I enjoy helping people learn, develop and grow. If you are coachable I can, and will, work to increase your chances of survival.
NO RISK - We work with any size firm and will outline a proposal based upon firm size, investment strategy and utility that we will expect to be paid but only after you've had 3 months to assess our service.