Investment Philosophy
JRL' investment philosophy centers around
proactive portfolio management and the development of
appropriately diversified portfolios of the highest quality
fund investments for our clients. We believe that
diversification by strategy, sponsor, geography and vintage
year is the key to building a successful private equity
portfolio. We also stress the necessity of taking a
long-term perspective towards private equity investing and
avoiding the temptation to market time investments. Our
seasoned team of investment professionals works closely with
our clients to meet their specific investment goals and
objectives while adhering to the overall tenets of this
philosophy.
Mission
Our mission is to help investors achieve long-term investment
goals with minimum costs taxes, risk and time. We seek to
achieve our objectives through outstanding personal service and
individually constructed and continuously managed portfolios.
We generate superior risk adjusted, long-term returns by
investing in growth companies at a reasonable price. Our
investment strategy adds value through proprietary fundamental
research, valuation analysis, and portfolio management tailored
to balance risk and return.
It is our view, that successful investment counselling is a
partnership built upon trust, expertise and highly personalized
service.
Our approach to service:
-
Regular Meetings: We value an open and
continuous dialogue with our clients to assess the current
environment, review results, and make adjustments for future
plans.
-
Customized Reporting: Quarterly reporting
includes performance, gain/loss summaries, income summaries,
and transaction summaries. In addition, the brokers/
custodians we use provide monthly account reporting and
Internet-based account access so that you can monitor your
investments anywhere and anytime.
-
Fee Based On Profit Only: Our competitive, fee-based
pricing links our investment management compensation to the
performance of your portfolio, "No Gain, No fee".
Our Process
Manager selectivity is the most crucial component of
successful private equity portfolios. JRL
utilizes a rigorous due diligence process to screen and
select fund managers based upon the quality of the
opportunity, measured risk, and certainty of execution.
These characteristics apply to brand name funds as
well as first-time funds and emerging managers. Important
areas of consideration include:
Ø
Investment
Strategy
Ø
Strength and
Depth of the Investment Team
Ø
Cohesiveness
of the Investment Team
Ø
Investment
Attribution and Track Record
Ø
Alignment of
Interests with the Limited Partners
JRL'
investment professionals follow a multi-stage due diligence
process to effectively sort through hundreds of private
equity investment opportunities annually to find a select
few high calibre managers. This process is summarized below:
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