High conviction themes and macro level analysis help drive portfolio level allocation.

Portfolio Allocation

MACRO ASSESSMENT
Headwinds

Tailwinds

Market risks and uncertainties
THEMATIC VIEW
E-Commerce, mobile,
digital economy

Disruptive technology

Cyber security

Health Care
DUE DILIGENCE
Sourcing

Screening

Initial manager calls

Onsite meetings

Reference calls
PORTFOLIO FIT
Risk management

Diversification

Liquidity

Time horizon

Tax Considerations