Dakota Live! Podcast: Breaking Down Hedge Fund Investments with Crewcial Partners

James Bell, Consultant and Director of Hedge Fund Research with Crewcial Partners joins the Dakota Live! Podcast to take us through his twenty years of experience in hedge fund investing, and how he and his colleagues at Crewcial Partners underwrite their hedge fund portfolio for their clients.  Founded in 1980, Crewcial Partners is an independent investment advisory and OCIO firm focused on providing customized investment advice to non-profit institutions. Crewcial is a boutique firm by design and the benefits are realized throughout their manager research process. Learn how James and the Crewcial manager research team maintain a deep familiarity with existing managers while taking the time to become well-versed with new ones.

Like its namesake, James breaks down Crewcial’s investment and manager research process like a rowing stroke. Beginning with the catch, where James and his team start their process by working with their clients and identifying areas of opportunity in the hedge fund space. To the drive, where the power of the manager due diligence process is demonstrated through teamwork in understanding a manager’s investment thesis and value. Next on to the finish, where James and his team decide on an allocation based on a rigorous research process. Finally, the recovery where the team can monitor their portfolio and continue to understand a manager’s edge as it relates to their client needs.

Join us in understanding why Crewcial believes manager selection is the primary value-add source for their clients’ portfolios. James discusses how the impact is cyclical, and positive over the long term through a disciplined manager research process. If the majority of outperformance relative to peers comes from manager selection, you won’t want to miss how these veterans of manager research approach the hedge fund universe.