> Defining Qualities
> Key Strengths
> Clients Served
> Corporate Citizenship
Defining Qualities

Our Passion for Hedge Fund of Funds Investing
Ivy was formed at a time when hedge fund of funds investing was considered uncharted territory. The firm was created to take advantage of what was then untapped market potential and to, in turn, deliver significant risk-adjusted returns for our clients.

By investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance, we have achieved these key goals. With dedicated focus and a commitment to strategically growing the firm – employee by employee, product by product, client by client – we learned the implicit principles that characterize building a firm into an industry leader.

It is this passion for hedge fund of funds investing that is the cornerstone of our success. Because the hedge fund industry is a global, 24/7 business, it requires constant due diligence and an unrelenting commitment from our employees. At Ivy, we assiduously hire only those individuals who are pledged to a spirit of teamwork and collaboration.

Our Client-Centric Focus
Ivy has established a reputation for hedge fund of funds investing that is rooted in client service. From our origins in a small office in midtown Manhattan to the global firm we have become, we have always understood that success is predicated on the satisfaction of our greatest asset: our clientele.

Our client-centric focus is defined in two ways. First, it is our responsibility to develop funds – whether proprietary or customized – that address client needs. Second, we deliver those products with a dedication to process and execution that conform to the highest standards of attention and service.

Our Global Company – A Platform for Out-Performance
As Ivy has grown, we have become a global organization. Headquartered in New York, our operations in Europe and Asia are also established, market-focused entities that function synergistically with our broader capabilities.

Given our global platform, we are also better equipped to identify opportunities, recognize untapped market niches and discover new, emerging managers. This benefits both our U.S. clients looking for international investment opportunities and our non-U.S. clients looking for U.S. based products.

Knowledge from a Trusted Advisor
For many investors – both institutional and individuals alike – hedge fund investing is still a new and perceived “risky” frontier. To mitigate these concerns, clients must believe they are working with trusted advisors who will not only meet performance requirements but who are ethically honorable and personally approachable.

Ivy Asset Management has built a reputation based on our commitment to ethical conduct and transparency. We understand that it is our responsibility to continually educate our clients on global market issues, competitive forces and changing dynamics; share information on portfolio construction and our related activities; and most importantly, serve our clients’ interests in advance of our own.

A Collegial Culture
At Ivy Asset Management, a collegial culture is the foundation of our organization and the guiding principle for how we have conducted business since our inception. We believe there are no excuses for inappropriate behavior.

To establish such an environment, we are diligent in our hiring practices. We carefully identify talent not only with superior credentials but with the professional attitude necessary to maintain a culture of courtesy and respect. Each and every one of our employees – from executive to support staff – must treat one another with high esteem.

TOP