All Clearbrook clients – OCIO, mandate-specific discretionary, and non-discretionary – benefit from our collaborative, “best ideas” investment process. This approach brings our best minds together on a weekly basis to evaluate macro and market developments, and to review client portfolios in the context of emerging developments. In short, your team gets input from our entire team in a rigorous, point/counterpoint format.
Investment Process Overview
- Top-down macro, sector and asset class analysis to develop key investment themes.
- Bottom-up asset manager selection for top managers in each sector, asset class, style, and market cycle stage
