Our Process
Dorset's approach is based on
- Consistent process, strict discipline and focus
- Independent thinking & opportunism
- Identifying macro drivers of alpha opportunities
- Sourcing exceptional investment talent
- Rigorous due diligence
- Staying close to our managers post-investment
- Aligning our interests with our clients
Examples of selection criteria
- MACRO, NICHE STRATEGIES: Picking the best macro opportunities and managers with a clearly identifiable edge, proven execution skill, solid investment discipline, stable and consistent returns
- MANAGER COMMITMENT: Principals have substantial personal investment in the fund
- ASYMMETRICAL RETURN PROFILE: Strategy has potential for large returns and small probability of losses of same magnitude
- GOOD PORTFOLIO FIT: Fund meets investment parameters, correlation matrix accords with portfolio objectives
- SOUND OPERATIONAL AND ORGANIZATIONAL STRUCTURE: Organizational and infrastructural stability with solid front, middle and back office procedures
The Dorset Edge
- BOUTIQUE/INSTITUTIONAL MODEL: Investment solutions tailored to specific client mandates
- CONCENTRATED MANAGER LIST: Focussed and specialised manager-set
- EXCEPTIONAL NICHE MANAGERS: Each manager considered a leader in his field
- RETURN ENHANCEMENTS: Tactical use of leverage
- ALPHA ORIENTATION: Minimal allocation to Beta drivers, focus on Alpha
- CONTINUOUS MONITORING: Regular calls with managers and continuous risk evaluation
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