Please fill out our "Emerging Manager Strategy Questionnaire" below. Required fields are bolder and have a color background. Thank you. GENERAL INFORMATION Your name Your email address Phone Number Company INVESTMENT STRATEGY / PORTFOLIO CONSTRUCTION Describe the strategy What is your investment/trading philosophy? What makes your strategy unique? Strengths/Weaknesses of your investment strategy? In which markets do you believe your strategy performs best/worst? How liquid is the portfolio? Average holding period for investments? Average turnover of your book? How many names do you have in your portfolio? Any long or short bias? Percentage weighting? What investment criteria must new positions meet? Who is responsible for managing? How are the decisions made? How is capital allocated to a particular strategy? What is your target gross? What is your target net? What is the net by geography? What is the net by sector? What sectors are traded by the Fund? Average position size and holding period? Average number of Longs? Shorts? What is the average monthly trading volume? How many names will the Fund hold at a time? How often does the book turn over? Do you hold private or non-listed securities? How much leverage is used in your strategy? RISK MANAGEMENT Overall Risk Management Discuss stop-loss limits management Discuss position concentration management When are their peaks observed? How often are these limits applied? MANAGER TRACK RECORD Total assets managed/advised by the company: Largest current account: Oldest current account: Has the track record ever been audited? If yes, by whom? PERFORMANCE Please provide the monthly NAV of the company since inception: DRAW-DOWNS What is the Funds largest intraday drawdown? What was the recovery period? Max peak to trough drawdown? Base line drawdown? MANAGEMENT TEAM CO-INVEST What is the total amount invested by the principals in the company? CAPTCHA This question is for testing whether or not you are a human visitor and to prevent automated spam submissions. Navigation Main navigation OUR FIRM Who We Are Philosophy and Principles LEADERSHIP OUR TEAM Contact Us CAREERS Training Internship OUR SERVICES FUND MANAGEMENT INVESTMENT ADVISORY MANAGER OF EMERGING MANAGERS Upload Pitchbook Emerging Manager Strategy Questionnaire ANALYTIC SOLUTIONS Our Perspectives
