Portfolio Management

Excellence in Structuring and Managing Portfolios

Structuring portfolios starts with a thorough assessment of a client’s needs: understanding long term return expectations, risk tolerance, transparency requirements, as well as regulatory and legal restrictions. A proprietary optimization process which can be described as quantitative at its core with a qualitative overlay then follows. This makes use of Harcourt’s risk and return expectations of the various hedge fund strategies and incorporates other strategy risk factors such as valuation and liquidity risks. Harcourt was one of the first funds of funds firms to emphasize the importance of top-down strategy allocation and portfolio management processes in managing hedge fund portfolios. We intend to maintain our position as a thought leader and to be on the cutting edge of developments stemming both from the trading and academic worlds.