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Our Funds

Our Fund Strategies Provide Multi-Alternative Solutions
that Fit Perfectly with Any Investment Portfolio

Special Situations

Our co-investment vehicles are “private equity” like structures which enable us to enhance our fund investment in a single name where we seek to deploy an active engagement strategy.  The stability of capital coupled with increased ownership bolster our ability to influence both management and boards.  The purpose of active engagement is to unlock value through constructive dialogue with the company to deploy potential financial strategies and/or enhance governance practices that create value for all shareholders.

Learn More About Special Situations

A Custom-Fit Investment Solution Requires Understanding Your Goals

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