Asset Management
Investment Philosophy
At AXSA, our investment approach takes cues from the renowned Swensen Endowment Model. Originally formulated by David Swensen for Yale University's endowment, the model's principles have been adapted by us to cater to a diverse clientele that includes institutions, corporates, and family offices.
These core principles allow us to curate portfolios that seek higher returns through strategic exposure to less liquid and alternative asset markets, compared to traditional stock and bond portfolios.
A Key to Our Success:
Partnering with Best-in-Class Managers
The cornerstone of our strategy lies in the judicious selection and long-term engagement of highly skilled managers. Tasked with crucial responsibilities such as security selection and market timing, these experts play a pivotal role in achieving our investment goals.
Long-term partnerships and incentive alignment are vital elements in our engagement with managers, extending uniformly across our services to institutions, corporate entities, and family offices/ultra high net worth individuals, at no additional cost.
Rigorous Due Diligence:
Mitigating Risk & Enhancing Performance
A vital aspect of our operational model is the stringent and continuous due diligence we perform when selecting and collaborating with fund managers.
Inspired by Swensen's focus on fiduciary skepticism, we scrutinize each participant in the investment process, emphasizing transparency and alignment of interests. This meticulous approach underscores our commitment to safeguarding client assets while aiming for exceptional returns.
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