Investment Approach

Cross-Border Portfolio Structuring

Portfolio decisions considered alongside currency, custody, jurisdiction and adviser coordination.

Short-duration capital organized around access, safety, yield and the timing of known obligations.

Long-term transition opportunities examined on economics, capital intensity, competitive position and measurable business fundamentals.

Property exposure assessed through sustainable cash flow, financing, local market conditions and concentration.

Less-liquid opportunities evaluated through manager quality, structure, incentives, downside and portfolio-level liquidity.

Physical and essential assets considered for cash-flow durability, inflation sensitivity and diversification characteristics.

Selective exposure to businesses and themes where durable growth can justify long investment horizons and valuation discipline.

Strategies designed around liquidity, quality of income, duration, credit risk and preservation of near-term capital.

Public equities and fixed income viewed through valuation, quality, diversification and role in the wider portfolio.

Operating cash, reserves and strategic capital separated into clear pools with distinct risk and liquidity objectives.