Sample Selection

Hedge Fund Manager Profile

In order to capture 1% improvement opportunities, we place an emphasis on doing little things right.

 

“Treat growth … as a science, not an art form. Follow-up with same kind of rigor at your operations management”

 

– RAM CHARAN, HARVARD BUSINESS SCHOOL

Our risk management program is designed to mitigate undue downside risk, limit volatility, and carefully manage liquidity utilizing our proprietary process. The table above provides a sample representative investment that we’ve researched, evaluated, and selected for our fund. Its characteristics are shown in a consolidated viewing.

 

The consistency of the hedge fund is desirable for investors. Since inception in 2005, an investment into the fund would have grown nearly sevenfold at a net annualized rate of 17% while posting low volatility (standard deviation of 14) for the hedge fund. The fund has preserved capital well. Its worst performing year was 2011 (-11%). The hedge fund has returned 23% six times in 12 years. Overall, the methods and growth prospects give us conviction that this fund provides an exceptionally strong investment opportunity.

© 2020 Endowment Research Group. All rights reserved.

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