Investment sophistication meets commitment to personal service

CORE OVERVIEW

WHO WE ARE

Team

  • Unique combination of academic and practitioner experience
  • Principals have decades of experience in both investing and scientific research
  • Our team, like our investments, is a best diverse ideas portfolio. We are diverse on many dimensions, including national origin, gender, religion, political views, age, social adaptability and love for mathematics.

Research Approach: Intertwined with Investing

  • Philosophy
    • Challenge the arbitrary in investing and promote scientific frameworks
    • CIO: over 25 years of developing intellectual property
    • We put our money where our research is
  • Impact
    • A different approach to active investing: risk defined solutions
    • The result is unique, specialized portfolios with some of the longest track records in the industry

Investment Approach: Rooted in our Research

  • Philosophy
    • Alpha is not generated by being a follower
    • Alpha is generated in high conviction portfolios
    • Risk framework is multi-faceted. It starts with protection against permanent loss of capital.
    • An investment solution is robust if it relies on a repeatable process
  • Impact
    • Each portfolio is a risk defined financial instrument, not a collection of investments
    • Concentrated (5-20 managers), mono-asset class
    • Favors niche opportunities and early-stage hedge funds
    • Dynamic capital allocation within each asset class

 

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DIFFERENTIATORS

  • Scientific research culture
  • 12 year track record of managing risk-defined, concentrated portfolios
  • Personal access to principals and to research group
  • Partnering attitude in all client relationships
  • One of the few independent, fully employee owned firms in the industry. Woman Business Enterprise certified.
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OUR BUSINESS

Specialty
Multi-Manager
Funds
CORE FUNDS

CORE GLOBAL OPPORTUNITY

Specialty EQUITY portfolio of
global hedge funds

CORE CLASSIC

Specialty CREDIT portfolio of
global hedge funds

CORE VEGA

Specialty VOLATILITY portfolio
of global hedge funds
Design
New Investment
Solutions
CORE ADVISORY
Custom managed accounts (Core SELECT Program)
Advisory Solutions
Strategic Partnerships
Rethinking portfolio analysis, construction, and risk budgeting
Emerging hedge fund and seed sourcing
Hedge fund research and monitoring
Alternative alpha and beta solutions
Academic
Research
CORE RESEARCH
Current research areas
Measuring and hedging liquidity risk
Optimality and risk allocation in public and corporate pension plans
Correction of common biases in portfolio construction
Redefining the concepts of alpha and beta
Volatility as a tool in portfolio construction

 

 

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