Style

We believe that few investment firms can truly replicate Carleon’s approach.

From our perspective, a number of firms that claim they are offering a genuinely long-term, opportunistic style don’t actually take the same contrarian approach. Nor do they employ the same flexibility as true endowment-style investment managers.

• Asset Allocation: Carleon combines informed market insight with proven academic theory. We utilize a bottom-up multi-strategy, multi-manager approach that seeks to add value through superior manager selection and sophisticated asset allocation.
• Manager Selection: We regard manager selection as a true differentiator and an under-utilized tool for adding value. We believe that choosing best-in-class managers requires experience, instinct, networks and intensive hands-on review.
• Portfolio Construction: Carleon seeks to deliver superior risk-adjusted returns by creating a long-term, equity-biased portfolio comprised of low-correlation assets with unique responses to changes in economic and market conditions.
• Ongoing Monitoring: Our long-term investment horizon and relationship building approach allow us to take advantage of buying opportunities in under-performing strategies once we’ve validated that our original manager selection rationale holds true.