For Investors

We listen.  As the markets evolve so do the needs of investors seeking absolute returns.  In order to follow this evolution, understanding the investors and the investment community at large is paramount.  ACG has established and actively cultivates relationships with seeders, family offices, funds of funds, consultants, private banks, pension plans, endowments, foundations and high net worth individuals.  We believe in our managers and take our cue from our investors, pivoting off their demand in order to add value to your investment process.  

We endeavor to find talented managers early, sourcing through an extensive network of investors, managers and industry professionals. Our hedge fund managers must demonstrate that they: 

• Adhere to strong risk practices
• Have a portfolio approach to investing
• Have a successful track record
• Demonstrate a repeatable investment edge
• Have the highest integrity

Our manager selection process entails:

• Aggregation of investor demand to understand the allocation landscape going forward
• Initial review of manager information and performance and relative benchmarks
• Background check, operational due diligence check, reference check, service provider check
• Qualitative and quantitative strategy analysis and review
• Face-to-face client meetings and site visits  

For Managers

With the pursuit of a common goal that is rooted in accelerating the growth of your business, we take the time to develop an employable understanding of your histories, processes and performance objectives -- and the investment decisions that make them tangible. We work with you to create a step-by-step game plan to improve your marketability and target the right investors at the right time.

Investor pre-screens and landscape analyses are conducted and meetings are arranged based around our mutual belief in your fund, your ability to perform, and the understanding of our investor needs.  We also use our proprietary technology to make our investor screening process more efficient. Utilizing this technology in conjunction with our relationships enables us to effectively cover the investor landscape.

Our marketing process includes:

• Review of the existing marketing materials, DDQ, and private placement memorandum
• Mock investor meetings and presentation review
• Targeting initial investors based on pre-defined interest and AUM segmentation
• Providing in-depth initial investor feedback and interest
• The commencement of overall marketing, designing the capital raising calendar and setting capital raising goals
• Conducting meetings, follow ups, and overall investor relations