Overview of investment process

Investment Philosophy

Aurum’s investment philosophy is to nurture and compound our clients’ capital by managing portfolios that can generate consistent returns across market cycles.

Aurum aims to take intelligent risk to generate stable returns that are derived independently of market direction and construct robust portfolios that are able to withstand market instability.

Investment Approach

In order to achieve this our investment process is built around four key principles:

Intensive research and detailed due diligence: Aurum uses intensive research and due diligence to identify and invest in best-of-breed hedge fund managers. 

Ongoing monitoring and evaluation: Key to ensuring that the hedge funds we allocate to continue to complement the portfolio as originally envisioned at the time of investment. 

Portfolio construction: Portfolios are designed to protect capital and are well diversified across a range of trading orientated and liquid strategies. 

Effective risk management: All of Aurum’s processes are designed to preserve investors’ capital. This is achieved through constant detailed qualitative and quantitative monitoring of the underlying hedge funds as well as constant monitoring of portfolio risk metrics to ensure that the associated risks are clearly identified, defined and appropriately managed.