Everything you want to know before the first call.
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We are passionate, disciplined investors devoted to helping our partners grow and protect their capital. We've built our expertise over decades working with top investors and firms, and what we learn compounds — our research mosaic grows richer over time.
We predict which senior leadership teams will create and destroy value, aided by a research process built specifically for that question. Karim Mawji has run this approach for two decades, including as Founder and Head of Research of a research and financial-technology firm whose clients include prominent hedge funds globally.
Studies consistently show emerging managers outperform established ones — a Preqin/50 South Capital study found early-lifecycle managers outperformed by 3.7% and 4.6% on a three- and five-year annualized basis, respectively. We also offer separately managed accounts, which remove much of the operational risk inherent in fund structures.
Strategies are managed for absolute returns over a full market cycle. G-Leadership: 12–15%, benchmarked against the HFR Event Driven and HFR Equity Hedge indices. G-Themed: 8–12%, benchmarked against a blend of the S&P 500, NASDAQ, and HFR Yield Alternative indices.
We approach investing from an event-driven, value-oriented perspective — identifying catalysts that unlock or reduce value, refined over 20 years of investing on behalf of hedge funds.
Each strategy focuses on a niche. Within it, we build portfolios diversified by growth, value, market capitalization, and sector, with exposure shifting quickly as our assessment of opportunities and conditions changes.
No. All investments entail risk. We offer strategies with varying risk levels and can customize an approach to your needs — we take risk only when adequately compensated for it. Be wary of anyone who offers a guaranteed return.
Our minimum aggregate account value is $1,000,000 for institutions and $250,000 for individuals. If our approach resonates with you but you do not meet our minimum, reach out — we will explore a way forward.
A standard 2% management fee, paid monthly in arrears, plus a 10–20% performance fee on profits (depending on strategy), paid quarterly in arrears — only when you are profitable. Early partners may qualify for our Founders’ class at a reduced 1% management fee in perpetuity.
Yes. Our high-water mark policy prevents you from ever paying a performance fee twice.
Liquidity terms are monthly, with 30 days' notice. There is no redemption fee.
Yes. We are registered as an Investment Adviser in the State of New York, and accept clients domiciled in all US states and territories as well as international residents.
Yes. We are legally required to act in your best interest — avoiding conflicts of interest, disclosing any that arise, and always putting your interests ahead of our own.
We are an independent manager, not affiliated with a brokerage or bank. We receive no incentives or commissions from other firms.
There is no cost. For individuals, the goal is to understand your situation and objectives, share our high-level conclusions, and confirm a cultural fit. If mutually beneficial, we schedule a deeper diligence conversation.
It depends on how long it takes for us to be comfortable with each other. Some partners decide immediately; others take several months.
Trust your intuition. If we're not the right match, we'll strive to introduce you to someone who is.