The firm focuses on approximately six to eight non-competing mandates at any one time to ensure each manager receives individualized attention. FocusPoint generally works with managers who are raising funds in the $200 million to $1 billion range.
The cornerstone of FocusPoint’s approach is a detailed screening and evaluation process which is used to select a small number of mandates from several hundred funds which are assessed each year.
Our due diligence process closely mirrors the rigorous assessment process that many institutional investors use for fund selection. This detailed approach enables us to achieve an unparalleled understanding of each manager and thus provide differentiated and targeted positioning. The process focuses on: (i) track record, (ii) team dynamics and ability to execute, (iii) peer comparison and industry trends, (iv) sourcing and competitive advantage, and (v) an exhaustive reference calling program prior to launch. During this process, the FocusPoint Project Management team not only confirms its due diligence on the manager, but also obtains important details and nuances about the management team that supports the investment thesis that many not have been previously considered.
The firm provides an integrated full-service bespoke approach which includes: