harcourt

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Standardized Portfolios

- Belmont Funds

Diversified: Multi-Manager - Multi-Strategy

Style: Fixed Income - Long Short Equity - Market Neutral - CTAs - Natural Resources

Geographical: Europe - Asia - Latin America

- Belair SRI Funds
SRI Multi-Strategy

- Belvista Commodity

Selection

Enhanced

Opportunities

We are the investment advisor to several offshore funds of hedge funds for institutional investors.

Customized Portfolios

Portfolios tailored to specific client needs, e.g. risk/return parameters, investment restrictions, tax and legal issues

Top-down asset allocation and bottom-up hedge fund selection
Customized risk monitoring

We set up customized alternative investment portfolios for institutional investors based on jointly defined investment guidelines and return, risk and correlation objectives. On behalf of the clients, we screen the

industry for outstanding managers, do thorough due diligence analysis, determine the asset allocation, and execute and monitor the portfolio. The resulting portfolio can then be used as underlying for a structured note. Minimum account size: USD 25 million.

Structured Hedge Fund Products

Tailor made solutions satisfying specific client needs

Guaranteed notes, index certificates, options, etc.

Based on customisable portfolios of hedge funds or existing Harcourt managed portfolios

Through partnerships with major financial institutions, we are able to structure hedge fund-linked financial ‘instruments’ such as guaranteed notes, leveraged notes, total return swaps or options which optimise risk, regulatory and tax issues. To the investor, these structuring features allow for a tailormade and unique pay-off profile. Minimum account size: USD 50 million.

Consulting / Advisory

Academic research and market studies

Portfolio construction and advice

Due diligence on individual hedge funds

Specific new managers search

Seminar and educational work

We frequently provide advice, research and client workshops on the alternative investments industry in general, as well as individual hedge funds.

Services