Hunter Wise Presentation for Corporate Finance Advisory Services
Qualitative Hedge Fund Research Services
1. Qualitative Hedge Fund
Research Services
Mountjoy Capital
Rene Levesque CFA
www.mountjoycapital.com
+001 613 883 6613
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. 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. Services
Ongoing HF research, screening and ranking
Specific searches & benchmarking
Operational and investment due diligence
HF portfolio selection
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. Specific Search & Benchmarking
Leveraging off a cumulative search effort
High conviction
All styles and geographies
Qualitative (not chasing returns)
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. 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. Contact Us
Website for more info:
www.mountjoycapital.com
info@mountjoycapital.com
+001 613 883 6613