| The reputation and credibility of our firm is dependent on being highly selective of the firms we represent. It is therefore imperative that we analyze each firm based on multiple variables which include: |
| 1. |
Identifying definable product advantages |
| |
a. |
An analysis of the firm’s business model, infrastructure and commitment to reinvest in the firm to support the growth of the business |
| |
b. |
A review of the people relative to appropriate staffing, industry knowledge, experience, reputations, as well as continuity of investment staff |
| |
c. |
Review of investment philosophy and process |
| |
d. |
Risk controls |
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e. |
Track record |
| 2. |
Ensuring that the potential client agrees with the level of support that will be required of them in the sales process. It is our objective to handle as much of the client's sales, marketing and client services functions as possible; however, most hedge fund investors will not invest unless they meet with the manager first. We will also need timely information in order to update marketing material and to send out regular updates to our targeted prospects. |
| 3. |
Ensuring that the client agrees with the appropriate sales cycle to bring in business. It usually takes at least 2 or 3 meetings with a prospect before the prospect will commit to an investment. |
| 4. |
Personal chemistry - since we will be working very closely with only a select number of managers. |
| Agecroft Partners does not provide "due diligence" on an investor's behalf and is not responsible for an investors investment decision. Investors should do their own due diligence. |
