Clients choose Vivaldi for our focus on delivering consistent positive returns from a diverse group of alternative investments and fixed income investments – providing portfolios that are truly customized and uncorrelated to the equity markets.
The process of sourcing and selecting managers goes beyond simply looking at return and risk statistics.
When performing due diligence the best checklist is no substitute for experience and judgement. Vivaldi’s due diligence process is methodical and rigorous. When we examine a manager, we not only review the manager and their performance history, but also their infrastructure, back office support, and service providers. Finding managers with a unique investment edge is equally as important as verifying that they have the controls in place designed to protect our client’s assets.
Once a manager is fully approved on our platform, they are continually evaluated and monitored. Our stamp of approval is our reputation and the life blood of our business. We go to great lengths to ensure our platform represents best in class managers in their respective hedge fund category.
Vivaldi’s platform is designed to allow each client to construct an allocation that is unique to their own circumstance. Whether looking to round out an existing “alternatives” allocation or searching for a complete solution, Vivaldi’s team will work to accommodate your needs.
Many investors, already familiar with alternative investments, choose Vivaldi to provide that unique alternative/strategy to complement their existing portfolio of Alternatives. Our longstanding involvement in the industry continues to yield unique opportunities not available elsewhere.
Our selection of individual fixed-income securities begins with “bottoms-up” screens and the use of third party rating agencies to identify companies that can provide our clients with both a steady and diversified income stream.
Vivaldi Capital Management’s approach to risk management is focused acutely on downside protection.
Over the long run, regardless of your allocation to Fixed Income and/or Alternatives, we believe minimizing overall portfolio draw-downs leads to greater portfolio values. We can show you how and why our portfolios have substantially less volatility than the overall market.
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