We believe in Investing Differently

The Hedge Funds team at Aptitude Investment Management

We believe in Investing Differently

hedge fund management solutions

Aptitude builds custom and commingled hedge fund portfolios for clients who are seeking to gain or augment exposure to skill-based investing. Our CIOs have experience advising in alternatives strategies on behalf of institutional investors over nearly two decades.

We believe the most efficient portfolio is one which centers on active management, or alpha, which we believe is best found in hedge funds. We view hedge funds as structures which attract skilled managers who are well-aligned with our interests and offer the greatest flexibility to express investment ideas.

The value of alpha is that idiosyncratic returns can enhance portfolio return without dramatically increasing overall risk.

By removing the typical constraints imposed by traditional investing, we believe we can create the potential for more efficient and consistent results for clients.

We apply acquired experience and a bottom-up approach, devised and implemented by substantially the same team for over a decade. By leveraging the long institutional legacy of our founding principals we are able to source and access managers who we believe have significant skill in investing, or aptitude.

This is our edge.

Our Process

  • Unconstrained Approach

    Unconstrained Approach

    We believe in an unconstrained approach; we are agnostic to manager style or asset class. We seek to assess managers from the bottom-up with a focus on investment skill, alignment and governance.

  • RIGOROUS
    DILIGENCE

    RIGOROUS
    DILIGENCE

    We utilize our extensive experience to scrutinize a manager’s investment beliefs, personal character, integrity and overall alignment.

  • RISK MANAGEMENT

    RISK MANAGEMENT

    We seek to evaluate the embedded risks in a strategy, identifying the underlying systematic and idiosyncratic exposures. Our proprietary risk management tools support our analyses.

We offer customized separately managed account hedge fund portfolios as well as a commingled vehicle. In addition, we perform:

  • Hedge Fund
    Strategy Design

  • Risk
    Management

  • Operational and Legal
    Due Diligence

  • Performance Measurement
    and Monitoring

  • Performance Reporting and Portfolio
    Attribution Analysis

  • Fee, Contract, and
    Terms Negotiations with Managers

Hedge Fund
Strategy Design

Transition management, educational sessions, and comprehensive processes to assess hedge fund exposures and portfolio architecture

Risk
Management

Assessment of underlying exposures, which can be customized to a client’s specific risk views

Operational and Legal
Due Diligence

Access to experienced legal and operations teams to advise on alignment, transparency, valuation, and operational control processes, such as counterparty and cash management

Performance Measurement
and Monitoring

Aggregate and consolidate varying asset types from multiple managers with support services to compile, provide accounting, and reporting of positions

Performance Reporting and Portfolio
Attribution Analysis

Timely and comprehensive services provided to support your internal and external reporting, audits, tax filings, regulatory filings, and other recurring or ad hoc requests

Fee, Contract, and
Terms Negotiations with Managers

In-house expertise to review legal terms, analyze risks and investor protections, and address specific client concerns

We offer customized separately managed account hedge fund portfolios as well as a commingled vehicle. In addition, we perform:

  • Hedge Fund
    Strategy Design

    READ MORE

    Transition management, educational sessions, and comprehensive processes to assess hedge fund exposures and portfolio architecture

  • Risk
    Management

    READ MORE

    Assessment of underlying exposures, which can be customized to a client’s specific risk views

  • Operational and Legal
    Due Diligence

    READ MORE

    Access to experienced legal and operations teams to advise on alignment, transparency, valuation, and operational control processes, such as counterparty and cash management

  • Performance Measurement
    and Monitoring

    READ MORE

    Aggregate and consolidate varying asset types from multiple managers with support services to compile, provide accounting, and reporting of positions

  • Performance Reporting and Portfolio
    Attribution Analysis

    READ MORE

    Timely and comprehensive services provided to support your internal and external reporting, audits, tax filings, regulatory filings, and other recurring or ad hoc requests

  • Fee, Contract, and
    Terms Negotiations with Managers

    READ MORE

    In-house expertise to review legal terms, analyze risks and investor protections, and address specific client concerns

The material posted on this site is intended for informational purposes only.  Nothing herein is an offer to sell nor a solicitation of an offer to purchase interests or enter into an investment advisory relationship with Aptitude Investment Management LP. The services described on this website may not be available in all jurisdictions or to all persons.  For additional detail, please read our Terms and Conditions and Disclosures.

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