Frequently Asked Questions
We follow a disciplined, research-driven approach to identifying and evaluating attractive investment opportunities. Our portfolio construction process aims to build diversified portfolios tailored to each client's goals and risk tolerance.
How do you manage risk in client portfolios?
Robust risk assessment and mitigation strategies are core to our process. This includes diversification, thorough due diligence, and ongoing monitoring to help preserve client capital while pursuing strong returns.
What are the typical fees and costs associated with your services?
Our fee structure includes a management fee of 1% and a performance fee of 5% . We are committed to full transparency around all costs to ensure alignment of interests with our clients.
Can you share examples of your past investment performance?
Our historical track record shows average annualized returns of 100% over the past 5 years, outperforming the [relevant benchmark] by [Y] basis points. Past performance does not guarantee future results, which may vary for individual clients.
How do you approach client communication and reporting?
We provide detailed, quarterly performance reports to keep clients fully informed. Additionally, we maintain regular, transparent communication to discuss portfolio status and address any questions or concerns.
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