Expertise

We have earned a reputation for bringing thoughtful analysis and common sense to investing in traditional assets and alternatives. Regarding alternatives, we have developed a particular expertise over the years:

Experience Investing in Alternatives

  • 28+ years of hands-on experience in alternative investments.
  • "Wrote the book" on alternative investing: Evaluating and Implementing Hedge Fund Strategies (3rd edition), published by Euromoney Institutional Investor PLC.
  • Expertise in analyzing alternative managers and building multi-manager portfolios.

Expertise and Innovation in Liquid Alternatives

  • Created LASSO, a portfolio of alternative mutual funds, as a comprehensive solution for investors seeking access to alternatives in a user-friendly, liquid format; launched 12/31/98.
  • Sub-adviser to the AMG Managers Lake Partners LASSO Alternatives Fund (ALSOX/ALSNX); launched 4/1/09.
  • Authored white paper for 2003 SEC Hedge Fund Roundtable on alternative mutual funds: "The Democratization of Hedge Funds."