The Permal Advantage

Multi-manager multi-strategy alternative investments
  • Directional and absolute return portfolios
  • Cover a wide range of strategies, regions and investment objectives
  • Diversification tends to lower risk as compared to a single investment
Solid 37 year performance record
  • One of the longest track records in the fund of hedge funds industry
  • Stable and experienced management team
  • Experience investing through many market cycles
  • Standard & Poor's has rated, ranked, and awarded all Permal Multi-Manager Funds that meet their minimum three year requirement either AAA, AA or A ratings.
Ability to identify and access quality managers
  • Long-term relationships with many well-known managers
  • Reputation and experienced team attract new manager talent and ideas
  • Most portfolio managers are co-investors and are compensated on performance
Innovator and broad investment capabilities
  • A pioneer in the use of multi-manager funds since 1973
  • Global presence: New York, Boston, London, Paris, Singapore, Dubai, Hong Kong, Tokyo and Nassau
Disciplined and rigorous investment process
  • Experienced at due diligence and manager research
  • Dynamic asset allocation seeking optimal portfolio mix
  • Ongoing performance monitoring and risk management
Wide ranging client base
  • Institutional, including sovereign wealth funds, public and private pension funds, insurance companies and asset managers
  • High net worth investors
  • Private banks
  • Family offices

Please refer to the Standard & Poor's website which explains their methodology in assigning ranks: http://www2.standardandpoors.com/spf/pdf/products/FMRHedgeFundProcess.pdf

Advantage