We are
looking to work with a few great money managers. We will typically work
with only one or two managers at any time. Below are the types of strategies
we feel most comfortable representing.
-
Separately
Managed Accounts
-
Actively
managed strategies in inefficient areas of the market
-
Enhanced
index products in effecient areas of the market
-
Emerging
and Minority Managers
Qualities
we look for but are not required:
-
100%
bottom-up research driven (No Quant Strategies)
-
Minimimum
2 yr track record
-
100%
owned by investment professionals
-
Above
median performance
-
Little
to no soft dollar support
-
Concentrated/Focused
strategies
-
Unique
investment approach
-
Disciplined
process
-
Competitive
fees
-
Client-Centered
Approach
For
additional information or references from current clients please contact
Maury McCoy.
|