Partnering with institutional investors
The disciplined and consistent application of our structured investment process, coupled with our 'risk first' philosophy and longer-term view, makes us an ideal partner for institutional investors.
We understand that you're looking for superior long-term returns within a framework of capital risk commensurate with the fiduciary responsibilities of a retirement fund trustee board. We offer a spread of investment options:
- fully Regulation-28 compliant balanced portfolios
- asset allocation carve-outs, ranging from pure equity (domestic and offshore) through a risk spectrum of fixed income solutions to a money market facility
Portfolios can be run on a segregated basis, or investors can access our range of pooled funds.