We use empirical data to identify strategies or regions that offer improving or deteriorating characteristics. We focus on long-term opportunities where strategy tailwinds exist, while seeking to avoid those with headwinds. Our procedure supplements rigorous qualitative investment research with proprietary quantitative analytics to paint a complete investment due diligence picture. By deconstructing our returns into component strategies, regions or asset classes, we are able to identify where we can add value and are differentiated.Using quantitative portfolio construction techniques, we determine the optimal blend of strategies and managers given portfolio risk, return and liquidity objectives. At the portfolio level, we monitor performance and risk relative to stated objectives. We also scrutinize underlying investment theses and ensure rankings are still valid at the manager level.

Robco Investments aims to realize opportunities for our clients, shareholders and people while meeting expectations of sound corporate governance. We are in business to be profitable, but it is the way we do business that defines us. Robco Investments’ high standards for conduct are underpinned by What We Stand For, and our long-held principles of Opportunity, Accountability and Integrity. We are committed to conducting our business in accordance with all applicable laws and regulations and in a way that enhances our reputation in the market. We are committed to ensuring our products and services are marketed appropriately and that clients are fairly treated. Business conduct and ethics are addressed within our existing risk management framework by establishing and maintaining an effective risk culture that drives good conduct. This is supported by a framework of policies, controls, processes and reporting mechanisms, in particular to manage compliance, legal, reputation and operational risks. Robco Investments owns significant stakes in leading, high-quality, global companies. Through board participation, we work for continuous improvement of the performance of our companies. With our industrial experience, broad network and financial strength, we strive to make and keep our companies best-in-class. We always look at the opportunities and challenges facing each individual company. Our cash flow allows us to financially support strategic initiatives in our companies, capture investment opportunities and provide our clients with a steadily rising profit.

We have a dedicated team of risk professionals, with on-desk risk team and independent investment risk team. We recognize that risk management of alternative investments is a multi-dimensional activity, and no single method or measure can capture all elements of risk.

Detailed proprietary research identifies alternative investment managers that are generating differentiated return streams. Insights are shared within and across research groups to identify best-in-class, high conviction ideas.