In the pursuit of consistent out-performance and facing an ever-changing market climate, Ivy constantly looks to create new products that take advantage of market opportunities. When the Ivy research team, through their extensive survey of the investment landscape, identifies a number of similar, outstanding managers in a particular investment strategy, new products emerge. To create sufficient breadth and focus, Ivy is willing to commit both research and portfolio construction resources, with the requisite fundamental and quantitative analytical skills, to create diversified portfolios.

For example, soon after Ivy identified tactical trading as an investment strategy that it wanted to focus on, Ivy created a research team to source tactical trading managers. Ivy has also created a team of research professionals who source and select credit-focused managers. These managers seek to generate alpha by exploiting inefficiencies within the global credit space. Additionally, Ivy focuses on selecting event driven managers with longer investment time horizons and traditional hedge fund strategies run by established, premium capacity managers.

Our long and successful history in the hedge fund of funds industry provides our clients with an investment process that offers significant advantages. From a strategic perspective, we believe that we possess the requisite experience to recognize high-performing investment strategies while avoiding certain pitfalls. Moreover, we are ever attentive in identifying new niche strategies while continuing to seek meaningful insights that can improve our methodologies

From a competitive perspective, we have amassed the resources to build an investment process that mirrors the needs and process used by the institutional buy-side community. This ensures a highly intense approach to the analysis of the trade off between risk and return at both the manager and portfolio level. In addition, our reputation and experience attract high-performing hedge fund managers who look to the firm for investments. The result is an investor network of hedge fund managers with significant depth and quality.

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