Klaren Capital strives to provide outstanding long-term investment performance and world class service to a diverse client base, which includes high net worth individuals, businesses, and endowments. Our boutique structure leverages the independence, depth and access of the Klaren Capital franchise to provide our clients a comprehensive suite of asset management solutions.
The Klaren Capital Global Tactical Series is a range of portfolios that employ a hedged absolute return strategy on a separate account basis. By utilizing Separately Managed Accounts (SMA) to deploy the firm’s research driven investment models, the team has created a fairly priced and transparent hedge strategy that is suitable for high net worth investors, corporate retirements plans, and endowments. The series is composed of several separate strategies that are overlaid in different proportions to create five (5) distinct composite portfolios with risk/reward profiles ranging from Conservative to Aggressive Growth. Clients can choose whether to allocate funds directly to the underlying strategies or use one of the five pre-mixed composite portfolios. This provides clients with a bevy of options and allows for a great degree of individual customization, if desired. The firm’s Unified Managed Account (UMA) trading platform provides the unique customization of portfolio components across multiple custodians while maintaining portfolio component uniformity for the management team.
For clients who prefer a more traditional “Manager Overlay” approach to asset management, Klaren Capital has created the CustomConsult® Platform. Klaren Capital acts as the overlay manager by continually doing research on other managers, whether those are mutual funds, hedge funds, Private Equity, Venture Capital, or SMA strategies. Each client portfolio is individually built based on the client’s distinct needs, tolerance for risk, time horizon, and equity size. The firm uses its UMA trading platform to construct the portfolio in one or several accounts, as desired. Ongoing manager research and individualized asset allocation policy drives the service model for this platform. With that said, this platform is best suited for institutional investors who have a specific asset allocation goal.