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The process starts with our investment philosophy and includes four major stages


Research

Manager research and screening process results in a list of potential investment opportunities, i.e., "Managers of Interest" that are reviewed by the Investment Committee 

Structural Risk Analysis

KStone creates a proprietary report for all managers being actively considered

    • Thorough due diligence is completed for every investment
    • Structural Risk Analysis is conducted on an ongoing basis throughout the life of an    investment
Risk Management

Traditional asset management tools are applied to alternative investing

    • KStone completes analysis at the manager and portfolio level
Portfolio Management

Portfolio construction is driven by top-down macroeconomic views coupled with bottom-up manager identification

    • Managers and portfolios are actively monitored
    • A "Watch List" is maintained for possible reallocations



Firm Overview
Firm Overview
Offerings
Offerings
Team
Team
Contact Us
Contact Us
Written Materials
Written Materials