AI Hedge Fund Awards 2016 (Pulteney Street Capital Management)
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Pulteney Street Capital Management won awards for Best Multi-Strategy Fund Manager in 2016 and Best Ideas Fund of Hedge Funds for its Pulteney Premier Fund. Pulteney Street is a multi-manager, multi-strategy alternative investment firm that allocates capital to emerging and established hedge fund managers through separate accounts using a disciplined process developed over a decade. The firm seeks long-term returns exceeding broad equity indices through a diversified portfolio of low volatility managers with strong track records.
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The document provides information on the DSP Focus Fund, a concentrated equity fund that invests in 20-25 stocks. It discusses the fund's investment approach, including concentrating positions in top convictions, maintaining lower portfolio turnover, and focusing on companies with strong business models, management quality, and adequate margin of safety in valuation. Performance figures show the fund has achieved average annual returns of 12.2% versus the benchmark's 13% with lower risk over various periods since inception.
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The document provides an overview of the Marathon Freedom Fund, a global equity fund managed by Olympic Wealth and Pathway Asset Management. The fund uses a focus investing strategy developed by Warren Buffett that involves investing in well-run businesses with sustainable competitive advantages. The fund invests in major stock markets around the world, including the US, UK, and developing markets. It aims to provide long-term capital appreciation while maintaining fiscal prudence and transparency for clients.
LWM Investment Philosophy and Process November 2020
LWM Consultants provides financial planning and investment management services with the objectives of maximizing returns while minimizing risk of loss. They employ a rigorous selection process to identify high-quality funds and asset managers and construct diversified portfolios. Key aspects of their investment philosophy and process include long-term holding periods, rebalancing annually to control risk, and ongoing monitoring of existing and potential assets. As of 2019, they managed over £127 million in assets across portfolios with varying risk profiles.
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The document is a guide published by Private Equity International that ranks the top 100 private equity fund managers in the Asia-Pacific region based on the amount of capital raised over the past 5 years for investing in the region. China is home to nearly half of the top 100 managers and has attracted the most capital, around $76 billion. The largest funds raised include KKR Asian Fund II at $6 billion and RRJ Capital III at $4.5 billion. In total, the top 100 managers raised $181 billion for Asia-Pacific investing between 2011-2016.
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- 1. Hedge Fund Awards 2016 M&A awards 81 ~ M&A awards Best Multi-Strategy Fund Manager - 2016 & Best Ideas Fund of Hedge Funds: Pulteney Premier Fund, LP Pulteney Street Capital Management is a multi-manager, multi-strategy alternative investment manager that allocates capital to both emerging and established fund managers primarily through separately managed accounts. Founded in 2012, Pulteney Street Capital Management strives to generate superior long-term risk adjusted returns by creating a diversified portfolio of hedge funds utilizing a disciplined investment approach. The firm has experience in identifying, evaluating and allocating to undiscovered and emerging managers that have low annualized volatility, great pedigree, a proven track record, and the ability to manage risk on a consistent basis. Part of PSP family of funds, the firm’s portfolio of managers is selected as a result of a quantitative and quali- tative process developed and utilized over more than a decade of investing in hedge funds. A long-term investment approach in the global capital markets offers superior long-term risk adjusted return potential. Therefore Pulteney Street Capital Management are driven to seek long term net returns in excess of the broad market equity indices. Being completely independent and employee owned ensures that the firm is able to implement these quality principals without interference from shareholders and other interested parties. Ultimately the firm are dedicated to employing the best practices in the alternative asset management busi- ness. Company: Pulteney Street Capital Management Address: 1345 Avenue of the Americas, Third Floor, New York, NY 10105 Email: info@pulteneystreetcap.com Website: www.pulteneystreetcap.com Pulteney Street Capital Management