Our Alternatives Advisory Strategy is a bespoke service that targets only the alternative investment allocation in investors’ portfolio. The strategy opens the universe of international alternative investments to private investors and entities. Our service is designed to meet the different cases of investors’ allocation to alternatives:
- Case (A) – Investor has a decent exposure to alternatives? We advise the investor on the current portfolio allocation, suggest the divestments and/or on adding new alternative investments.
- Case (B) – Investor want to assess the attractiveness of one or more offered opportunities? We advise the investor on the suitability and attractiveness of the opportunity after conducting our proper due diligence.
- Case (C)- Investor has no to little exposure to alternatives? We advise the investor on a customized allocation or he can select one or more of our in-house conviction and strategic allocation:
- Savings Allocation: Strategic allocation to international alternative investments that are uncorrelated to traditional investments (equities, fixed income, cash) and provides diversification to investors’ portfolios. Its main themes are:
- Investments with low to medium risk levels,
- Investments with proven and consistent historical track record, and
- Managed by professional, competent, and adequate investment managers/sponsors.
- Special Situation Allocation: An alternative investment strategy that identifies a specific exposure to a thematic industry, sector or security that is surrounded by a special situation, making it attractive to the long-term patient investors.
- Off-Market Allocation: Strategic allocations to non-publicly available transactions in private equity, like secondaries and pre-IPO investments in the international markets.
- Growth Allocation: Strategic allocation to businesses involved in digitalization and transformation through professionally and well managed venture capital funds.
Our strategy entails advising investors on the suitability of each investment and help them building the right long-term exposure.
