Our Client Selection Process

We select our clients. We are highly selective in choosing a hedge fund or alternatives fund to represent. Our due diligence process refines the broad universe of hedge fund and alternatives managers to funds we agree to represent. We select the highest quality funds with clearly defined investment processes and risk controls, experienced investment teams and strong historical performance featuring low-correlated, low-volatility absolute returns with a capital preservation priority. Ultimately, our reputation is based on the quality of the funds we choose to represent.

We provide exclusivity by limiting our hedge fund clients to one per hedge fund strategy. Similarly, our selected alternatives funds strategies are limited for exclusivity. This strategy exclusivity may be limited by geographic and sector specializations. 

As participants in the Canadian institutional alternative investments market, we stay current with the hedge fund and alternatives strategies in demand in the Canadian market as well as the mandates presently under consideration by specific Canadian institutional investors. Comprehensive, in-depth market intelligence is our strength in the Canadian institutional investor market for alternative investments. 

Using leading institutional hedge fund databases, we determine the peer group of hedge funds employing the alternative investment strategies in demand today. Then we apply both quantitative and qualitative screens to this peer group in selecting a hedge fund to represent across Canada.