Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Mountjoy Presentation

790 views

Published on

Introduction to the array of services available at Mountjoy

  • Be the first to comment

  • Be the first to like this

Mountjoy Presentation

  1. 1. Qualitative Hedge Fund Research Services Mountjoy Capital Rene Levesque CFA www.mountjoycapital.com +001 613 883 6613
  2. 2. Background  Launched in July 2009 by Rene Levesque, over 2800 HF reports issued  1-person HF research team at 2.4B FoHF covering all styles  Strategic interviewing training by former CIA operatives
  3. 3. Background  Proprietary equity derivatives trader, compliance officer, middle office, risk manager and operations  Sell side and buy side  Linear and derivatives  Director of new products and activities within treasury, fund of hedge fund, and proprietary trading group
  4. 4. Services  Ongoing HF research, screening and ranking  Specific searches & benchmarking  Operational and investment due diligence  HF portfolio selection
  5. 5. Hedge Fund Research  All styles and all geographies  Single filter  At least 700 evaluations annually  Ranking based on 14 qualitative factors  Fee based on AUM deployed into hedge funds  Maximum 20 clients Fertile Accessible Exclusive
  6. 6. Specific Search & Benchmarking  Leveraging off a cumulative search effort  High conviction  All styles and geographies  Qualitative (not chasing returns)
  7. 7. Operational and investment due diligence  Established network  Prime brokers, administrators, industry contacts  Hedge funds, investors  On-site (strategic interviews)  Risk & return attribution  Style drift monitoring  Outsourced background legal and regulatory verification
  8. 8. Hedge Fund Portfolios  High conviction: “the bigger the net, the better the catch”  Not chasing returns  Bias liquidity  Diversify exposure factors  Real hedge fund strategies
  9. 9. Contact Us  Website for more info: www.mountjoycapital.com  info@mountjoycapital.com  +001 613 883 6613

×