Who’s on your Team?
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Entrusting someone with your capital should follow a disciplined, consistent, and transparent process to assess the investment merit of the opportunity. President and Co-CEO, Pete Mann and Chief Investment Officer, Greg Gipson share their perspectives on the due diligence required in selecting investment strategies at Grayhawk and why the manager selection process is critical to long-term success. What are the steps taken to assess a strategy? How does one balance short-term performance against long-term opportunity? What happens when a manager doesn’t work out? They delve into Grayhawk’s role in the process as an investor and partner with clients rather than as a manager or allocator. Pete and Greg address these questions and how our approach focuses on building a portfolio that is greater than the sum of its parts. Visit grayhawkwealth.com to learn more.