Hedge Fund Specialists

Make smarter allocations.

Build better portfolios.

What makes the desert beautiful, said the little prince, is that somewhere it hides a well.

– Antoine de Saint-Exupéry, The Little Prince

Hedge Fund Specialists

Make smarter allocations.

Build better portfolios.

What makes the desert beautiful, said the little prince, is that somewhere it hides a well.

– Antoine de Saint-Exupéry, The Little Prince

Why Hedge Funds?

For your liquid asset portfolio, which of the following equity curves would you prefer?

Hedge Fund Specialists - Classic Results
Hedge Fund Specialists. Smarter Allocations. Better Portfolios.
Hedge Fund Specialists - Classic portfolio.

Portfolio 1 is the classic 60:40 stocks and bonds portfolio. Portfolio 2 is 30% stocks, 20% bonds plus 50% managed futures programs! So, if you prefer the smoother ride offered by portfolio 2, you need a substantial allocation to alternatives in the liquid portion of your portfolio.

We design hedge fund portfolios to match your return, volatility, and drawdown targets.

To start the process, call (+1 303 842 1669) or contact us today.

Hedge Fund Specialists

As an institutional allocator, family office or wealth manager, your goal for your liquid portfolio is higher returns with lower drawdowns.

The only way to get there is through diversification. The hedge fund landscape is the best place to search, but the terrain is hard to navigate.

The temptation is to stay on familiar ground, making conservative allocations to the biggest names. That won’t get you where you want to go.

To reach your goals you need to make substantial allocations to managers specifically chosen to enhance your portfolio.

We are hedge fund specialists. We know the territory. We provide everything you need to make smarter allocations and build better portfolios.

The desert is a harsh environment where niche players excel.

With careful planning, the right tools, and skillful execution it is a rewarding place.

We see parallels between thriving in the desert and the search for higher returns with lower drawdowns.

Let us be your guide.

Hedge Fund Specialists

As an institutional allocator, family office or wealth manager, your goal for your liquid portfolio is higher returns with lower drawdowns.

The only way to get there is through diversification. The hedge fund landscape is the best place to search, but the terrain is hard to navigate.

The temptation is to stay on familiar ground, making conservative allocations to the biggest names. That won’t get you where you want to go.

To reach your goals you need to make substantial allocations to managers specifically chosen to enhance your portfolio.

We are hedge fund specialists. We know the territory. We provide everything you need to make smarter allocations and build better portfolios.

The desert is a harsh environment where niche players excel.

With careful planning, the right tools, and skillful execution it is a rewarding place.

We see parallels between thriving in the desert and the search for higher returns with lower drawdowns.

Let us be your guide.

Our Process

We take a systematic approach to asset allocation. It all starts with you and your requirements, and takes off from there.

It's a big universe

Search & Screen

Scour the universe of hedge funds and managed futures strategies to meet your mandate.

Cluster analysis chart

Quantitative Analysis

Go beyond the standard statistics to reveal the deeper story hidden in the numbers.

Taking a closer look at operations

Due Diligence

Protect against trading system risk with research & development due diligence review.

Capital Allocation Puzzle

Portfolio Optimization

Build robust portfolios targeting higher returns and lower drawdowns.

We provide everything you need to make smarter allocations to liquid hedge funds and managed futures strategies. We build better portfolios. To learn more, visit our process page.

Ian Rayner

Portrait picture of Ian Rayner

Connect:

I was Chief Operating Officer and Director of Research for The Bornhoft Group, an award-winning pioneer in multi-manager CTA funds.

As COO I built and ran our managed account platform ensuring institutional quality operations throughout our firm. As Director of Research I developed statistical tools for delving deep into manager performance and building robust portfolios.

Our team placed hundreds of millions of dollars with hedge funds. We allocated capital to the biggest names and the smallest niche managers. We screened 1,000’s, analyzed 100’s, and completed operational due diligence on the best to construct our portfolios. While I was Director of Research, our fund returned over 40%.

  • BA & MA, Chemical Engineering, Queens’ College, Cambridge University
  • MBA, The Wharton School, University of Pennsylvania
  • FINRA Series 3
  • UK / US Citizen

Connect:

Thought

In the “business” blog, we demystify the business of hedge funds and managed futures, and offer useful industry reference data. The “technical” blog explores mathematical and statistical topics from the field of systematic asset management and quantitative trading. Below are a couple of featured posts from each.

New Form ADV October 2017 Version

New Form ADV October 2017 Version

The post details the changes the SEC has made in the Form ADV October 2017 Version versus the October 2012 Version. We get much more accurate customer profile information. Finally we get information about separately managed accounts, key data when looking at major hedge funds and CTAs.

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Hedge Fund Data Hygiene: Tips and Tricks

Hedge Fund Data Hygiene: Tips and Tricks

Before you can start analyzing hedge funds you need to scrub the data. We look at the basics of hedge fund data hygiene. We give you some tips and tricks specific to Hedge Funds, and tell you what to watch out for.

read more
New Commodity Pools April 2018: Crypto Pools

New Commodity Pools April 2018: Crypto Pools

This is the April 2018 edition of my series of posts on new commodity pools registered with the NFA. To keep things interesting I include a list of all the crypto-currency related pools (crypto pools) in the NFA’s commodity pool database, and an analysis of the rate bitcoin pools are being formed.

read more

Contact

What's on your mind?

8 + 5 =

More Info

Let’s discuss your goals for your liquid asset portfolio and how to achieve them. Call or use the contact form.

Phone: +1 303 842 1669

Location: Boulder, Colorado, USA

Business Hours: 8am – 5pm M-F Mountain