We know alternatives

ap·ti·tude

Natural ability or skill; talent; capacity for learning. What we seek in our managers.

OUR story

Investing with Aptitude is investing in more than a decade of alternatives investment experience.

Our principals have a long history of institutional investment management experience, having provided customized alternatives management solutions and fiduciary solutions for over ten years.

The firm was founded by Salim Shariff, Jeff Klein and Todd Keeney. Salim and Jeff’s working relationship began over 20 years ago. They have both advised and invested in alternatives strategies on behalf of institutional investors for nearly two decades.

Aptitude (formerly known as Federal Way Asset Management) commenced operations as a provider of customized investment solutions in 2012.1

Prior to this, we operated as the in-house asset manager for Weyerhaeuser Company’s defined benefit pension assets in the U.S. and Canada since 2004.

We are fiduciaries. Given our history, we understand what it means to be accountable to stakeholders. We appreciate the competing priorities our clients manage on a daily basis. We recognize the significance of achieving our clients’ objectives.

  • 2004

    Salim Shariff and Jeff Klein were hired as CIO and Deputy CIO of Weyerhaeuser Asset Management in 2004.

  • 2007

    In 2007, Weyerhaeuser was acknowledged by Institutional Investor's Alternative Investment News (now known as Institutional Investor's Alpha) as the Corporate Pension Fund Investor of the Year.

  • 2012

    With the support of its clients, the team became independent from Weyerhaeuser Company to offer similar fiduciary management and alternatives investment solutions to other institutional investors.

  • 2015

    In 2015, Aptitude’s Levered Hedge Fund Composite was awarded the winner of Fund of Hedge Funds Overall category (out of 98 entries) by HFM’s US Hedge Fund Performance awards.2

  • 2017

    Aptitude advises and manages approximately $5.6bn in aggregate, across separately managed accounts and commingled vehicles.3

  • 1 - The investment advisory firm, formerly known as Federal Way Asset Management LP, commenced operations in July 2012. Federal Way Asset Management LP changed its name to Aptitude Investment Management LP in 2017. The firm was the culmination of a spin-off of the in-house asset management team of Weyerhaeuser Company.
  • 2 - Past performance is not indicative of future results. References to awards should not be construed as an endorsement or testimonial of Aptitude’s investment advisory services. See Disclosures for additional information.
  • 3 - As of June 30, 2017, aggregate assets included $3.8bn managed on a discretionary basis. The remaining $1.8bn is under the investment discretion of an unaffiliated adviser, subject to Aptitude’s oversight through its role as completion manager of certain client portfolios.

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