INSTITUTIONAL FUND DISTRIBUTION
Our team has an extensive network of contacts across Institutions and Family Offices in Europe, the Middle East and Africa.
About the service
We specialise in the distribution to institutional investors of funds with unique strategies where investors are not traditionally invested. We have particular experience with scaling up niche strategies.
Freedom supports some exceptional external fund managers to increase their international reach. Why do we do it? Whilst we are very busy thinking about what our investors need, we aim to leverage from the best institutional investors who like us, still believe in active management.
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Key points
Track record
All the funds selected have a 3+ years track record.
Expertise
The managers selected tend to concentrate on an active investment strategy, focussed philosophy and one investment universe.
Scalability
Whilst we enjoy working with managers who have a unique approach, the fund strategies are also replicable over time, and scalable.
Santa Lucia Asset Management (SLAM) Pte. Ltd. is a Singapore-based, asset management company, that specialize in providing value-based absolute return investment solutions in Asia. They have some of the longest track record in the region. - CIM Dividend Income Fund
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Qatar Insurance Company Q.S.P.C (QIC) is a publicly listed dominant insurer in the GCC and MENA regions. QIC GCC Equity Fund is the only UCITS fund focusing on the GCC region, with the largest AUM and longest track record.
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KIM Vietnam is part of Korea Investment Management (KIM) the first asset management in South Korea created in 1974. Whilst they are new to European markets, they already manage about USD 1.3bn of assets in Vietnam for Asian investors.
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Palm Harbour Capital (PHC) is a UK-based manager that specialises in Global value investing taking its roots in the approach followed by great investors such as Benjamin Graham, Warren Buffett, Seth Klarman, and Joel Greenblatt. Like us, they believe in long term capital allocation and primary research to provide investors with an unconstrained strategy, outside the standard ‘index’-driven allocation.
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Our partners
Proven track record and expertise
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frequently asked questions
01
From a distribution point of view, our interaction with large institutions around the world keeps us abreast of what they are looking and investing in. Capital flows drive some of the capital market performance. Additionally, our investment team constantly meet or have long history with fund managers who decide to launch their own strategy, to which we can have privilege access.
02
We look niche strategies that are not easily replicable, usually not benchmark driven and requiring an element of active management.
03
All the funds need to have a proven track record of 3+ years against a benchmark or peers, or relevant track record in a similar strategy managed by the same manager.
04
Once we have qualified that the investment philosophy is unique and has relevant track record (see answer above), we want to establish whether we have an investor base for this strategy. If we do, we want to ensure that the investors can have comfort in the manager, and establish that the investment approach is replicable. We identify the sustainability and skills of the team, the robustness of the operations and consistency of the approach.
05
We privilege liquidity and UCITS structures which are more easily accepted by European institutions for long only products, and sometimes other offshore structures.