Alternatives: Satori Alpha

INVESTMENTS GUIDED BY INSIGHT

Satori Alpha, our alternatives investment platform, creates and manages customized portfolios designed to meet the unique objectives of sophisticated private investors, family offices, and institutions. Our approach is centered on five core tenets:

 

  • General Partnership Commitment
    We invest significant amounts of our own capital alongside our investor partners.
  • Flexible Partnership Structure
    We offer customized portfolios based on individual objectives while retaining the scale and efficiency of pooled capital.
  • Alternative Investment Firm Operating Experience
    Our experience operating multibillion-dollar alternative investment firms informs how we select, monitor, and manage our investments.
  • Access to Unique Opportunities
    Through our broad and deep network that spans numerous asset classes, we often find “off-the-radar” investments.
  • Commitment to Sustainable Business Practices
    We take a long-term perspective and focus on creating value for all stakeholders. Our multifaceted analysis of potential investments gives us added insight into the quality of a firm’s leadership and culture and enables us to better identify a fund’s risks and potential for outstanding returns.

SPECTRUM OF ALTERNATIVES

We proactively seek investment opportunities with asymmetric risk/reward profiles across the spectrum of alternatives. We partner with teams that have a proven track record, a sustainable edge, rigorous risk-management practices, and a commitment to the principles of conscious capitalism.

PORTFOLIO MANAGEMENT

We work closely with our investors to understand their investment goals and provide tailored recommendations for either a holistic investment strategy or a complement to their existing investment portfolios.

ALTERNATIVE INVESTMENT TYPES

  • Hedged Equity
  • Credit
  • Real Assets
  • Private Equity
  • Venture Capital

PRIVATE EQUITY

Our private equity business seeks to partner with growing companies with $5 million to $25 million of EBITDA that operate with a long-term perspective, commit to their mission or purpose, and create value for all stakeholders.

ACCELERATION

Through our Satori XL Partnership Program, we provide emerging investment managers with acceleration capital as well as our experience, relationships, and resources, all in support of building a thriving and enduring business.

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