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Our Process
Manager selectivity is the most crucial component
of successful private equity portfolios. Portfolio Advisors
utilizes a rigorous due diligence process to screen and select fund managers
based upon the quality of the opportunity, measured risk, and certainty of
execution. These characteristics
apply to brand name funds as well as first-time funds and emerging managers.
Important areas of consideration include:
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Investment Strategy
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Strength and Depth of the Investment Team
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Cohesiveness of the Investment Team
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Investment Attribution and Track Record
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Alignment of Interests with the Limited Partners
Portfolio
Advisors' investment professionals follow a multi-stage due diligence process
to effectively sort through hundreds of private equity investment opportunities
annually to find a select few high caliber managers. This process is summarized
below:
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