We bring industry allocators and emerging managers together by listening, learning and thinking a lot about portfolio construction and manager selection.
Our strength is early identification of investment strategies or asset class exposures from emerging managers we want to get behind. To know from experience what it takes to be successful in the fund business, provide emerging managers with a credible industry voice that starts with awareness.
Our work is mostly with early adopters and early majority industry allocators to identify opportunities to solve issues that can improve or modernise investor portfolios that can increase returns, reduce risk or increase income.
Arbutus Partners At a Glance
The Arbutus platform creates a suite of differentiated funds we see industry demand for that provides each client better awareness, consideration and demand generation results than going it alone.
It starts with a mindset of a privilege to work in the middle between good people who are our asset manager clients and industry allocator contacts, and that we each share a passion of helping the end investor experience. We deliver our expertise with an open mind to any investable asset class or investment strategy with a minimum public track record that can solve a market need from asset managers with significant growth potential. Our lens for portfolio construction is dedicated to Core & Satellite thinking and the role of our asset manager client in either bucket. Manager selection is initially driven by a simple set of criteria based on our belief of emerging manager determinants for success with industry allocators, combined with the managers willingness to partner with us to drive marketing, sales and product development activities.