Multi Manager Strategies

Pan Asia Strategy

• A multi-strategy dedicated to Asia Pacific Investments
• Focus on market inefficiencies and ability to add value through a disciplined investment process
• Will take advantage of Whitney's extensive network and knowledge of the region through our existing relationships
• Investment in 20-30 of the region's premier managers across the strategy spectrum
• Provides access to some of the region's best (and closed) talent
• Produce high risk adjusted returns, protecting capital in difficult market environments, and participating in upside when available

Single Manager Strategies

U.S. Strategies

Long/Short Small Cap Strategy

• Concentrated US long/short small cap fund with a long-term investment focus
• Vehicle to take advantage of public market investment ideas identified through private equity activities that Whitney was previously unable to pursue
• Focused on capitalizing on inefficienc in small and micro-cap segment of public markets
• Proven private equity investment approach and extensive Whitney network provide proprietary investment ideas and unique diligence insights

Japan Strategies

Long Only Strategy

• Has a strong value orientation to take advantage of the dramatic compression of multiples
• The portfolio is not limited to smaller companies; however, we have identified approximately 50-75 opportunities in the small and mid cap space where current price levels are compelling. We have also selected some larger companies that meet our criteria
• Although we will look at value, we do not expect to focus narrowly on traditional deep value stocks. Since we have had primarily a broad sell-off and as we expect that a market recovery may not focus on all areas of value simultaneously, we also intend to create several “buckets” or segments within the strategy

Long/Short strategy

• Seeks to take advantage of inefficiencies and opportunities that exist in a liquid/developed equity market
• The approach is fundamentally driven stock selection with net investment flows taken into consideration
• Technical and quant tools are utilized as an overlay
• Portfolio is focused on risk/return, with an emphasis on liquidity and diversification
• Seek to generate consistent, non-correlated and risk-adjusted returns

Healthcare

• Asian Healthcare Long/Short Strategy that seeks to take advantage of favorable demographics amidst rapid technological advances in stocks across sub-sectors and markets
• The approach is fundamentally driven
• Seeks to capitalize on Westernization trends and rising standards of living across the region
• Dedicated Healthcare team unique to competition