About Us
Corporations, institutional investors and entrepreneurs around the world rely on our trusted and objective advice for their investment banking, strategic M&A and asset management decisions.
We have a relentless focus on delivering exceptional value and excellent performance. Our rigorous research process is designed to generate outstanding results and returns.
Our commitment to alignment of interest with our clients is reflected in our ownership structure. We accepted only the request of one other shareholder, an external German partner, to acquire a 0.00015% stake in our company, allowing us to operate without the conflicts that fees, AUM targets, or shareholder pressures create for other companies.
Our asset management expertise and capabilities include separate managed accounts, direct investments and thoughtfully designed structures, built on our sophisticated:
■ overall portfolio-level exposure management process
■ top-down industry specific models
■ proprietary factor scoring models for each industry (e.g. AI compute and cloud infrastructure; communications equipment; cybersecurity and software; internet; IT services and semiconductor & semiconductor equipment companies) that incorporate up to 14 criteria for CEOs, 10 for CFOs and 6 for each board member.
■ technical overlay position risk management process
In our real estate asset management business, we focus on the best liquid asset management solutions for the real estate allocation of institutional and other investors, carefully selecting:
■ the most attractive listed REITs and real estate companies, supported by our proprietary valuation models, including M&A and strategic review candidates - we saw more than 275 REIT M&A transactions in North America since 1995.
■ the smartest and most respected long-only, long/short, and activist real estate managers with North American, U.S., European, Asian and global strategies for listed REITs and real estate securities.
Since we emphasize the compounding of returns and capital preservation while investing in REITs and real estate securities, we protected capital for investors between 1998-1999, 2007-2009, in early 2020, in the first nine months of 2022 and between late November 2024 and April 2025.