Our Philosophy


Our Strategy

We strongly believe uncorrelated alternative investments should play a more important role in the portfolio of a family office. Carefully selected alternative investments provide exposure to unique asset classes, novel investment strategies and excellent managers that are not typically found at other investment firms. 

 

Long-term Determinants of Investment Results

"Determinants of Portfolio Performance II: An Update” Financial Analysis Journal. May-June 1991 by Brinson, Singer, and Beebower.
 
 

Allocation


1. Portfolio Versitility

We divide our portfolio into four categories with "core" defined as the amount needed to maintain a 95%, or greater, chance of avoiding full financial loss over a 25 year period. As a result, we find a niche mix of core and non-core investment allocations that are uncorrelated and provide sustained returns and low volatility. 

2. Private Equity

We actively manage multiple private equity transactions on behalf of the family. All principles of the firm are experienced business operators.

3. Direct Real Estate Investment Lending

Direct private lending operates outside of traditional lending; offering loans to borrowers needing financing more urgently than traditional lenders can provide. PrideCo has developed a network of loan brokers, accountants, family offices, and funds to assist in lead sourcing private loans.

 

Through our investment approach we've identified a mixture of core and non-core investment assets with lower volatility and moderate returns.

Through our investment approach we've identified a mixture of core and non-core investment assets with lower volatility and moderate returns.