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Introduction
Our investment philosophy is built on four solid principles:
Independence
Total alignment with the interests of our families and foundations.
Resilience
Strong performance in down markets.
Simplicity
Clear and objective expertise.
Transparency
Open communication forges stronger partnerships.
Building a resilient portfolio is foundational to our investment approach
We know with certainty that every investment incurs some level of risk, but our focus is on taking measured levels of risk to realize a sufficient level of return to meet our families’ long-term objectives. Our strategy focuses on protecting from loss while participating in growth opportunity. From the inception of our strategy, we have provided above-market returns with lower volatility.
The building blocks of the Grayhawk investment
Strong foundation
Active management of low-cost global equity and fixed income investments with thought-leading approaches to portfolio construction and risk allocation.
Growth potential
Active public market equity managers sourced from around the globe with proven ability to add value after fees.
Income generation
Globally-sourced, active fixed income managers allow us to generate regular income using various credit, yield and duration exposures.
Alternative returns
Sources of return that do not duplicate traditional public markets provide access to opportunities typically closed to many families.