Our investment process combines strong sourcing capability, thorough due diligence and robust risk management
Beyond performance and databases, the hedge fund and private equity universe is highly diffused and private. Accordingly, contacts, relationships and introductions are critical to accessing information and managers.
Since 1987, first as a family group, then as a professional asset manager we have built and developed close relationships with managers, key industry participants and investors.
Today, our investment professionals and research analysts continue to devote a significant portion of their time and energy to networking. We cherish and grow our network because relationships matter.
In our industry face-to-face meetings and on-the-ground work are of essence. Therefore Partners Advisers' investment team travels extensively to meet managers for selection, due diligence and monitoring purposes.
Our strategy due diligence, which requires a deep understanding of the relevant markets and securities and includes reference checks, requires iterative meetings by senior professionals with our fund managers.
In addition, dedicated analysts conduct a thorough operational due diligence and appraise in detail the business risks of the management company, the fund and the service providers.
Once an investment is made, our team closely monitors performance and portfolio information and holds regular monitoring meetings with our fund managers to ensure a continued close and detailed dialogue.
As an asset manager, Partners Advisers is in the business of allocating and managing risks. We believe that the mastering of risk management allows the understanding of past performance and shapes the control over future performance.
The central role we assign to risk management has continuously guided the development and maturing of our investment process.
At each step of the process, we identify, analyze, monitor and aggregate financial and operational risks at a fund and portfolio-level.
The end result of this work is a detailed mapping and scoring of our fund managers and portfolio risks which we use to strengthen our performance quality.