Robert Serhus
Verified
• Broad investment knowledge – asset strategies, products, and markets – niche hedge fund and alternatives.
• Comprehensive portfolio construction combining investment objectives (return, risk, time horizon, liquidity), macro regime identification, micro style analysis and a detailed research process.
• Customized solutions using Alternative Alpha, Traditional Beta, and overlay Hedges.
• 18 years as investment committee member with 7 years as Chief Investment Officer.
• Direct responsibility - $6 billion external allocations during career.
• In-depth portfolio management, risk management and direct trading experience.
• Built four investment teams and processes – managed teams in multiple locations.
• Focused on results, detailed planner and idea generator.
• Extensive network of contacts, institutional and private clients.