At the core of our process is the bottom-up selection of idiosyncratic investments. Our goal is to maximize returns in a low volatility framework, as we do not believe that a higher risk profile guarantees higher returns. We only invest in strategies we can thoroughly understand and select managers with distinct and effective approaches to investing. Investments are often made at an early stage of a manager’s operating history, and we seek to build collaborative partnerships that center on active dialogue and transparency.
The Accumulus portfolios are diversified across an array of non-directional strategies and investment approaches. Our focus on investing in smaller and younger managers provides us and our clients with a greater opportunity set, lower correlation and more reliable liquidity.