Exposure to asset classes with differentiated sources of return can improve the overall risk-adjusted return of an investment program.
While traditional investment vehicles like equity and fixed income provide diversified and efficient exposure to general economic activity, alternative assets can provide exposure to less efficient, more idiosyncratic, opportunities and capture related returns. Notwithstanding their higher levels of risk and liquidity constraints, the broad spectrum of private markets assets and strategies provides the opportunity to achieve superior long-term returns and diversification benefits, provided they are managed methodically and opportunistically.
At Verus, we offer innovative, holistic, end-to-end solutions for success in private markets, providing a powerful and disciplined platform to help clients construct and monitor portfolios in private equity (venture capital, buyouts, debt-related and special situation funds), private credit and real assets. A dedicated and experienced private markets team integrates with the client’s generalist consultant to construct portfolios that are not only bespoke but complement the rest of the investment program.
We recognize that selecting the best manager is a key driver of success. Investing in private markets rewards manager skill, and the dispersion of returns between the best and the worst managers is very wide. Our multi-stage selection process leverages the Verus network to source the best opportunities, and applies thorough analytics and bottom-up diligence to evaluate every opportunity. We look for high-quality funds with demonstrated records of success, repeatable investment processes, innovative professional teams, and visionary leadership. We also aim to extend to small- and mid-market clients the benefits of scale derived from our AUA and long-standing relationships with top-tier managers by giving them access to limited opportunity funds and strategies.