How We Invest

Carleon invests with carefully selected managers following thoughtful investment themes…

We have a flexible mandate to find the best managers to execute on the most attractive opportunities across all asset classes, unconstrained by artificial investment constructs.

In contrast, many private equity and hedge fund of funds platforms have one or more of the following shortcomings:

• over-diversification
• narrow focus
• liquidity mismatch, and
• inability to attract top managers.

Carleon invests with carefully selected managers following thoughtful investment themes and a conscious diversification unencumbered by artificial labels.