ADVISORY SERVICES
Bosque conducts extensive upfront quantitative and qualitative due diligence for both direct investments and asset raising opportunities. Bosque prides itself as being a very research centric firm with stable and consistent processes in place that contribute to performance and strengthen the underlying relationships of the Firm. Heavy emphasis is placed on analyzing the investment decision making process, determining the sustainability of alpha production, understanding the dynamics between competing players in a given niche, and evaluating a management team's risk management process. Developing a high quality rapport, based on trust and industry experience, with key investment decision makers is critical in the development of genuine introspection into a firm and often assists in gaining valuable access to insightful drivers of a firm's future investment and potential business success. Bosque very actively monitors changes to the domestic and global market environment to see the effect of trends among the managers we allocate to and to look for new opportunities created by the ever evolving landscape.
Ideas are primarily sourced through Bosque's extensive network of sophisticated investors as well as other industry participants. Reliant typically focuses on smaller and more entrepreneurial funds in niche areas where opportunities to produce alpha tend to be more prevalent. Alpha is a measure of the excess performance a manager produces after backing out the impact of the broader market. Management teams that warrant consideration are required to have a proven record of success in their career and possess the motivation and discipline to out-work and out-think their competitors in both challenging and fruitful times. Bosque plays a very active role in assisting investor relationships to diligence funds that the Firm represents.
Bosque frequently plays a pro-active role, working side-by-side with management teams to help drive the success of the investment management firms with which we have a strategic relationship. This role can vary greatly depending on the needs of the firm and may include, but is not limited to: providing assistance in structuring terms of investment vehicles to match underlying investment opportunity, refining components of investment strategy, sourcing of deal flow, building team structure, matching firms with strategic service providers, financing of the general partnership, raising early-stage/seed capital, crafting marketing materials, developing compliant websites, and developing insightful communication strategies with managers to strategically brand a firm to investors.
Bosque has actively raised capital and/or made direct investments in the following strategies: asset based lending (including multiple underlying collateral types), asset based securities, commodities, convertible arbitrage, distressed debt, emerging markets, energy grid trading, environmental credit trading and project finance, insurance (premium finance and other opportunistic investments), long/short equity (including multiple sub-strategies), market neutral (quantitative and fundamental), mortgage strategies, master limited partnership trading, private energy royalties, special purpose acquisition company trading, and water infrastructure and rights investments.
Ideas are primarily sourced through Bosque's extensive network of sophisticated investors as well as other industry participants. Reliant typically focuses on smaller and more entrepreneurial funds in niche areas where opportunities to produce alpha tend to be more prevalent. Alpha is a measure of the excess performance a manager produces after backing out the impact of the broader market. Management teams that warrant consideration are required to have a proven record of success in their career and possess the motivation and discipline to out-work and out-think their competitors in both challenging and fruitful times. Bosque plays a very active role in assisting investor relationships to diligence funds that the Firm represents.
Bosque frequently plays a pro-active role, working side-by-side with management teams to help drive the success of the investment management firms with which we have a strategic relationship. This role can vary greatly depending on the needs of the firm and may include, but is not limited to: providing assistance in structuring terms of investment vehicles to match underlying investment opportunity, refining components of investment strategy, sourcing of deal flow, building team structure, matching firms with strategic service providers, financing of the general partnership, raising early-stage/seed capital, crafting marketing materials, developing compliant websites, and developing insightful communication strategies with managers to strategically brand a firm to investors.
Bosque has actively raised capital and/or made direct investments in the following strategies: asset based lending (including multiple underlying collateral types), asset based securities, commodities, convertible arbitrage, distressed debt, emerging markets, energy grid trading, environmental credit trading and project finance, insurance (premium finance and other opportunistic investments), long/short equity (including multiple sub-strategies), market neutral (quantitative and fundamental), mortgage strategies, master limited partnership trading, private energy royalties, special purpose acquisition company trading, and water infrastructure and rights investments.
