HFA Model

Hedge Fund Advisory model evolved in order to better
service families and fix all the problems that exist in the fund of funds model that are: transparency, customization vs pooling of assets, liquidity
and alignment of interests.

 

Our trademarked Due Diligence Squared process was born out of years of investing experience in the industry.  This process allows us to source talented emerging managers before they appear on other investors radars.  We put an equal weight to our due diligence work both before an investment is made but as important also after it, realizing our work monitoring the managers never ends.

Decision

Point

We see ourselves as partners with our clients. We conduct routine investment committees with our clients to present to them new investment opportunities, update them on their current holdings and help

them with any investment decision they may need.

 

The Founder

Ronen Schwartzman has over 15 years of investment and capital market experience.
During these years he filled roles on both the sell and the buy side and invested in equities, fixed income and hedge funds.  Ronen is a frequent speaker at hedge fund industry conferences and is regularly quoted in the

financial media.

 

MORE