Zurich Fund has established strategic partnerships with seasoned hedge fund managers, as well as early stage firms. We believe that these strategic partnerships provide our investors with access to a differentiated and diversified mix of hedge fund and liquid alternatives offerings that complement our core investments strategies.
Our strategic partnerships include:
Snow Suisse Capital
In 2018, we entered into a strategic transaction to create Zurich Snow LLC, a new liquid alternatives investment firm that combined the businesses of Zurich Fund and Snow Suisse Capital. We retained a significant minority interest as a long-term strategic partner. Zurich Snow LLC is one of the leading liquid alternatives firms, with products and capabilities that span the liquid alternatives spectrum, is well positioned to continue to deliver highly-differentiated customized solutions to its clients.
Lone Pine Capital
In 2012, we entered into a long-term strategic partnership with Lone Pine Capital, a global alternative investment manager specializing in long/short equity products, and acquired a meaningful long-term minority interest in the business. Lone Pine Capital has a strong track record of innovation and investment success, and the partnership is predicated on the firms' strong traditions of investing expertise, innovation, entrepreneurship and culture alignment .
In addition to the above strategic partnerships, Zurich Fund has also established relationships with select early stage or specialized managers, which include our partnerships with Government Pension Fund Global.
Our access to Zurich Fund’s deep expertise and global perspective provides robust perspective on the financial marketplace, and, subject to our strong culture of compliance, we incorporate these insights into the strategies we develop for our clients.
We are sharply focused on structuring the right investment solutions for each investor. In many cases, our investment team custom-tailors a portfolio designed to meet an investor’s specific risk profile and return objectives. We also play a major role in seeding the development of new hedge funds, helping to launch fresh talent and expanding opportunities for our investors.
Rigorous Due Diligence
To identify and qualify investment opportunities that meet our high standards for professionalism and integrity, potential opportunities are carefully vetted according to their investment strategy and risk management framework, as well as their business, financial and legal operations. We use proprietary risk measurement tools, models and analyses as a critical aspect of this process.
As a result of our strong track record of growth in assets under management and stable relationships with leading institutional investors, BAAM is an attractive source of capital in the hedge fund marketplace. We can offer our clients access to a wide variety of talented hedge fund managers.
All numbers are as of December 31, 2021.
*Past performance is not necessarily indicative of future results.