Our Investment Strategy
Through extensive fundamental and technical analysis, our team constructs investment portfolios and manages proprietary investment funds that help meet clients’ financial objectives and create long-term wealth for their stakeholders
Fundamental Value Focus with a Long-Term View
We construct bespoke portfolios and strategies for our clients to help them meet their long-term financial goals. We deploy capital across sectors, asset classes and public and private markets globally to maximize returns while moderating portfolio exposure.
Key Investment Asset Classes
Public Equities & ETFs
Private Equity & Credit2
Fixed Income & Bonds
Proprietary Investment Funds
Public Equities and ETFs
Through fundamental analysis we aim to identify high-quality businesses trading at favorable valuations with long-term growth prospects that can generate above-market returns for investors.
To complement individual stocks, we typically diversify customer portfolios with ETFs that provide exposure to a wider swath of the market as well as capture emerging trends in the world economy.
+34%
Investment Team’s Last 3-year Average Annual Returns2
14+ Years
Team’s Wall Street + Main Street Investment Experience
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+1 212 470 0260
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Private Equity and Private Credit
Private Equity fund returns have outpaced the S&P 500 index over the last 20 years.5 Public PE firms provide our clients exposure to private equity and credit markets that are ideally uncorrelated with public markets, diversifying their portfolios while retaining liquidity.
Our proprietary investment funds give our clients and investors the opportunity to invest directly in the high-growing private equity and private credit asset classes through an investor-friendly structure, maximizing returns visibility.
Fixed Income and Bonds
Corporate and Government debt securities provide investors fixed-interest income at pre-defined intervals, making them an attractive investment asset given their predictable cash flows.
Debt securities included in clients’ portfolios are chosen to provide a balance between exposure and yield, with inflation-protected and high-yield bonds the most common assets we target.
Select Companies and Governments in Clients’ Portfolios
PROPRIETARY INVESTMENT FUNDS
Our funds allow investors to invest directly in private equity assets, maximizing returns visibility
Regional Banking, Financial Services & Fintech-focused Private Equity Buyout Fund
Institutional-Quality Private Credit Fund for Income-focused Investors
Capital Solutions and Distressed Debt-focused Private Equity Fund
OUR INVESTORS AND CLIENTS
Clients are entrusting us with their capital all across the Americas
We differentiate ourselves by providing hands-on customer service, evaluating investments through both Wall Street and Main Street analytical lenses, the personalized strategies and portfolios we offer and by the strong performance of our proprietary investment funds
We serve:
- High-Net-Worth Individuals
- Family Offices
- Pension Plans
- Corporations
14+
YEARS OF EXPERIENCE
HIGHLY SKILLED AND KNOWLEDGEABLE LEADERSHIP
North & Latin America Focus
Hands-On Service
Bespoke Strategies
Our investors are primarily based in North and Latin America and we invest mainly in North American assets
