Developing a top down view on the global economy, markets and asset classes to help frame the scope of research and better prioritize the investment opportunities.

Sourcing the potential opportunities from our established network and then screening them using proprietary tools.

Performing a detailed qualitative and quantitative analysis on each prospective opportunity.

Ensuring that portfolio positions and exposure limits are maintained in-line with established client guidelines  by the ongoing monitoring of each individual security or investment, combined with a continued focus on both qualitative and quantitative risk analysis.

Building an optimal “core” portfolio  using a combination of top down investment strategy allocation, bottom up security selection and quantitative risk budgeting .