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OUR EXPERTISE
WE BRING YOU EXTENSIVE EXPERIENCE IN
FAMILY OFFICE SERVICING, RISK MANAGEMENT, MANAGER SELECTION AND PROPRIETARY TRADING
A long history of working with underlying strategies
Our CIO, Richard Novack, has many years' experience in proprietary trading, risk management, manager selection, and portfolio construction while working with Barak Capital, Alpha Hawk and others, and has a close relationship with many of the managers working in our universe.
A deep knowledge of the boutique manager space
As hedge fund managers ourselves, we have intimate awareness of important factors which may impact managers and a deep understanding of the real edge and sustainability of their trading strategies.
Strict selection criteria and pedigree
Rules based investment guidelines including a minimum 18 month live track record, strong performance metrics including risk adjusted returns, liquid instruments, and strategy transparency with further emphasis on pedigree and institutional operations.
Diversification and risk management
Advanced risk management applied at both portfolio and sub strategy level to protect capital starting with true diversification. We recommend a minimum of 16 uncorrelated managers in our portfolio constructions to achieve our highly uncorralled and low risk investment thesis.
WHAT WE DO BEST
Servicing Family Offices
Born from the needs of a <$500M AUM SFO, SunSpear exists to serve the Family Office mandate by providing tailored, outperforming, reliable, non-Premium, reasonably liquid and accessible opportunities. We are a time efficient solution bringing you access to a new horizon of niche manager, allowing continuous optimisation of the risk / return profile of your portfolio
Risk Management
Focused on building and maintaining low volatility, multi-manager portfolios that seek to have low correlation to the broader debt and equity indices We use multi-tiered risk management process ranging from regular visits to deep dive to ensure the greatest understanding of our manager and their abilities. We carefully review their risk
management controls and can recommend
additional protections at the portfolio level.
Manager Selection
Our process is derived from over relevant 30 years of management team experience, allowing to keep deep diving our 500 carefully selected managers. We have established the most stringent governance arrangements in order to ensure multiple layers of review for every manager that makes it into one of our portfolios.
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