At Moonrock Investments, we take a streamlined and methodical approach to manager selection, designed to deliver proactive and responsible portfolio managers.
The top-tier investment managers we recommend you leverage our proven investment research philosophy to create investment solutions that match your objectives and risk tolerance. Our open architecture platform offers a range of strategies, carefully tailored to your needs.
● Liquid Strategies: Equities, Bonds, and Funds.
● Illiquid Strategies: Private Market Funds and Alternative Investments
Our rigorous selection process adheres to the due diligence required to ensure that you invest in stability and growth. Our six-stage manager selection process includes:
● Manager Scoring
● Quantitative Analyses
● Qualitative Evaluation
● Portfolio Analyses
● Product Evaluation
● Final Approval
To allocate professionals with the caliber to offer practical insights to guide your investment decisions, our selection criteria emphasizes specific attributes:
● High Active Share
● Intrinsic Value and Margin of Safety-Driven Approaches
● Manager-As-Investor Mentality
● Alignment with Clients
● Independence from External Influences
● Exclusion from Large Bank Platforms
We place your investments in the hands of seasoned managers known for their unwavering commitment to robust research practices.
● Strategic Investing
● Precision Tailoring
● Optimized Diversification
● Robust Research Cultures
● Fundamentally-Driven Investment Styles
Whether you're eager to look into the selection process or seek expert guidance, we are here to assist you.
