Bespoke Investment Consulting

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Save time and money - focus on real opportunities

A verified track record is a useful starting point for investment due diligence. I can provide a short report verifying the track record of an enticing new fund manager or security, before moving to full due diligence. "When opportunity knocks, sometimes it's better not to be home," a former colleague once said to me. Obfuscation is an art in performance presentation.

Good investments often look duff at the time

Define your new mandate and parameters. I can help find suitable choices through bottom-up analysis. Simple database screening is unlikely to uncover real opportunities. "Skate to where the puck is going, not where it's been," as the sports analogy goes. Avoid chasing popular themes. Our best ideas come from the people and investments we already know.