Principled Investing. Reliable Long-Term Solutions.


We are continually investing in attractive opportunities around the world for our clients. We can offer the ability to co‐invest alongside us in these opportunities. The structure of such investment is typically via a BVI or Cayman company managed by us that has been organized especially to contain the investment.

This does not provide the same level of customization as the investments will be chosen for other clients, and access to opportunities are limited to those that are not fully invested on behalf of our OCIO or Managed Account clients.

This is often a supplementary offering to a Managed Account mandate. For example, if we have a mandate to undertake “international” investments for clients, we could offer them the ability to participate alongside us in a local opportunity that we uncover.

The fee model for this type of arrangement depends upon the underlying investment and the amount of ongoing effort that we need to undertake to manage it on behalf of the client.