Allocate evaluates opportunities through the lens of a broad investment philosophy that favors fund managers with characteristics such as:
- Originated by experienced fund managers
- Proven and relevant track record
- Strong understanding of portfolio construction
- Differentiated model with comparative advantages
- Investment thesis that is aligned with fund manager background and experience
- Strong reputation amongst founders, previous Limited Partners, and other fund managers
However, because we work with fund managers in a variety of industries and markets, there is no one-size-fits-all test for whether we proceed with a given opportunity. Instead, the nature and extent of the pre-offer evaluation heavily turns on the nature of the investment. All funds on the platform must first receive Allocate Investment Committee (IC) approval.