We have honed our research process over more than thirty years of experience in varied market environments. The following guideposts underpin all of our investment decisions and recommendations:
Fundamental investment research is core to the work we do on behalf of our clients. Our investment process encompasses sourcing, manager research, due diligence, ongoing monitoring and portfolio construction. We have long-term relationships with high quality managers, some of which date back more than 25 years.
We continuously work to identify new manager talent through our extensive network of contacts. For our commingled vehicles, our team of investment professionals is charged with evaluating investment strategies and opportunities, reviewing offering documents, negotiating terms, and conducting operational due diligence.
Our public strategies offer exposure to domestic, international, and emerging markets. Our research is fundamentally-driven and index-agnostic with an eye toward diversification. We tend to allocate capital dynamically to highly-aligned, off-the-run managers implementing concentrated portfolios. We seek competitive equity returns with lower volatility over full market cycles.
We believe private assets offer the opportunity for strong absolute returns at a premium to public markets. We allocate opportunistically to buyouts, venture capital, distressed, real assets and other private strategies on a global basis. We seek to capitalize on inefficiencies in less-trafficked areas of the market and target industry-focused managers who implement operationally intensive strategies with significant skin-in-the-game.
We cover the full spectrum of hedged strategies, which serve as valuable diversifiers in an investment portfolio. We seek attractive risk-adjusted returns with low correlation to traditional stocks and bonds. Our thirty years of experience and our scale have provided a legacy of deep industry networks and a reputation as a valued partner. We believe this is critical to accessing managers with the talent to adapt to fast changing markets.
Our opportunistic strategies offer a particularly attractive risk/return profile and are designed to be impactful at the total portfolio level. This idea generation is a by-product of our deep manager relationships as the specific strategies tend to “bubble-up” from our ongoing research work. Examples have included master limited partnerships, insurance-linked securities orphaned by distressed sellers, and Japanese equities.
We approach each client as an individual with respect to portfolio construction, reporting and communication and additional services. Each client has a designated representative backed by the full capabilities of our Gerber Taylor team. Most clients will have multiple points of contact across our firm depending on their needs at a given point of time.