-
Molly Scavello
, CFA
- Head of San Francisco Office and Business Development Manager
- United States
United States, Institutional
Change
Delivering a client-focused philosophy
As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with your needs and goals. For this reason, we keep total return optimization — after fees and taxes — and downside risk mitigation top of mind because we know net returns are what matters.
Our global institutional experience, boutique approach, and collaborative proprietary research platform marry curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.
Creativity, agility, and innovation are the cornerstones of our effort to help optimize net returns.
6 FAMILY OFFICE INSIGHTS
- Interest is being driven by persistent inflation pressures and rising power demand among other factors.
- We think there's a strong case for an allocation to liquid real assets, particularly as a portfolio hedge if stocks and bonds are both selling off.
- The focus is on approaches with potential for higher returns, differentiated return profiles, and attractive DPI metrics.
- Funds diversified by sector may support selective participation in AI opportunities while providing exposure to overlooked non-AI sectors at rational valuations.
- Members of our privates team discuss the case for a wider set of private market return drivers in their midyear outlook.
- Many allocators don’t have sufficient in-house expertise to invest directly, so they rely on managers with specialized sector capabilities and insights.
- We believe the market backdrop is compelling given industry dynamics, aging demographics, and scientific and technological advances, driving an expansive pipeline of novel drug opportunities for the next decade and beyond.
- Private biotech sits apart from traditional venture capital and growth equity in several ways, including being driven by different sources of value creation. As our privates team explains, these features could make the private biotech opportunity set complementary to other private equity allocations.
- Ideas include multisector credit strategies and active strategies that can pursue attractive opportunities in areas such as high-yield and investment-grade corporate credit.
- The public credit universe has improved in terms of average credit quality.
- Broadly speaking, fixed income demand is varied, with a particular focus on core bond allocations and return-seeking fixed income strategies, as well as some early interest in public/private mandates.
- Return-seeking long/short equity funds are a key area of focus. We are also seeing interest in market-neutral funds. We discuss both types of funds in this paper.
- Allocators are increasingly interested in consolidating their manager lineup and focusing on managers they view as among the leading performers in their respective areas.
- Extension (130/30) strategies and portable alpha are among the approaches garnering attention.
- Tax efficiency and tracking risk are two characteristics that allocators are mindful of when exploring these strategies.
- Read more about extension strategies or listen to a podcast from our team.
Investment solutions for family offices
For further information on our investment solutions, please contact our full family office team.
Public equities
- Global/international
- US
- Regional/country
- EM
- Sustainable
- Real assets
- Inflation sensitive
Public fixed income
- Core fixed income
- Opportunistic fixed income
- Short duration
- Municipal bonds
- Credit
Private investing
- Late-stage growth
- Biotech
- Fintech
- Climate tech
- Early-stage venture
Hedge funds
- Macro
- Multi-strategy
- Thematic/sector
Our global team
-
Joana Domingos
- Head of Latin America and Business Development Manager
- Latin America
-
Ahmed Ismail
, CFA, CAIA
- Director of Canada and Business Development Manager
- Canada
-
Giuliana Loukas
, CAIA
- Director of Family Office and Business Development Manager
- United States
-
Luca Michienzi
- Account Manager
- EMEA
-
Andrew More
- Relationship Manager
- United States
-
Tarika Narula
- Associate Business Development Manager
- Middle East
-
Victoria Rowland-Rouse
, CFA
- Business Development Manager
- United Kingdom
-
Elaine Wong, CFA, CAIA
- Associate Business Development Manager
- APAC
-
Doreen Huang
- Associate Business Development Manager
- China
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