We specialize in due diligence of hedge funds

CARAVEL ADVISORY encourages forward thinking and long-term approach to investing,

focusing on diversification and valuing managers’ talent instead of chasing trends

We are an unbiased and independent provider of research and portfolio due diligence.

CARAVEL ADVISORY encourages forward thinking and long-term approach to investing, focusing on diversification and valuing managers’ talent instead of chasing trends. We analyze client portfolios and counsel for improvement opportunities.

CARAVEL ADVISORY specializes in due diligence of hedge funds. We have designed a disciplined investment advisory and risk-gauging process centered on attractive risk-adjusted returns.

Our services include:

  • Preparation of a short list of funds based on client preferences, pre-set strategies or tax constraints.
  • Screening full sets of documents including past newsletters, presentations, DDQ, and financial statements. Review of investment method(s) and risk management with portfolio managers at onsite visits.
  • We believe in a collaborative and transparent approach; our clients are welcome to take part at on-site meetings if they wish to.

The hedge fund industry has realized the fact that investors are exposed to a broad range of risks. CARAVEL ADVISORY endeavors to identify risk factors related to a specific fund manager. Our company seeks to provide clients with precise inputs and a comprehensive overview for efficient decision-making as depicted below

Hedge Fund Due Diligence

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