Our Approach

At the core of our process is the bottom-up selection of idiosyncratic investments. Our goal is to maximize returns in a low volatility framework, as we do not believe that a higher risk profile guarantees higher returns. We only invest in strategies we can thoroughly understand and select managers with distinct and effective approaches to investing. Investments are often made at an early stage of a manager’s operating history, and we seek to build collaborative partnerships that center on active dialogue and transparency.

investorfriendly focus on absolute returns Experience-Based investing low all-in fee load bottom-up manager selection early-stage investments
Generating absolute returns means to preserve capital in adverse markets. Our managers seek to first limit downside risks before maximizing returns. We believe taking lower risk leads to long term outperformance.
An investor friendly approach means that investors are treated as true partners. Accumulus provides full transparency into its portfolios and process to all investors. There are no lock-ups or gates.
Invest only in strategies we understand and where we can attribute returns. We prefer fundamental investment approches, where we seek to handicap risk/return and accurately analyze performance attribution.
Maintain a low all-in fee load by investing early at reduced fees, so-called founders fees. Accumulus does not charge a performance fee. The all-in fee structure is competitive with the conventional 2% and 20% hedge fund structure.
Focus on manager selection. Allocations are made bottom-up, not top-down. Each manager must stand on its own. Identify idosyncratic risk profiles and differentiated investment approaches, emphasizing capital preservation.
Investing early in a manager’s life cycle provides various benefits, ranging from lower fees and greater capacity to stronger manager relationships and transparency. Smaller managers may manage more liquid and nimbler portfolios and benefit from less correlated opportunity sets.
Generating absolute returns means to preserve capital in adverse markets. Our managers seek to first limit downside risks before maximizing returns. We believe taking lower risk leads to long term outperformance.
Investing early in a manager’s life cycle provides various benefits, ranging from lower fees and greater capacity to stronger manager relationships and transparency. Smaller managers may manage more liquid and nimbler portfolios and benefit from less correlated opportunity sets.
Invest only in strategies we understand and where we can attribute returns. We prefer fundamental investment approaches, where we seek to handicap risk/return and accurately analyze performance attribution.
Maintain a low all-in fee load by investing early at reduced fees, so-called founders' fees. Accumulus does not charge a performance fee. The all-in fee structure is competitive with the conventional 2% and 20% hedge fund structure.
Focus on manager selection. Allocations are made bottom-up, not top-down. Each manager must stand on its own. Identify idiosyncratic risk profiles and differentiated investment approaches, emphasizing capital preservation.
An investor friendly approach means that investors are treated as true partners. Accumulus provides full transparency into its portfolios and process to all investors. There are no lock-ups or gates.

The Accumulus portfolios are diversified across an array of non-directional strategies and investment approaches. Our focus on investing in smaller and younger managers provides us and our clients with a greater opportunity set, lower correlation and more reliable liquidity.