Presentations (8)
PRESIDIO PRIVATE EQUITY Small Buyouts INVESTMENT TEAM FUND AND FIRM OVERVIEW Diversiï¬ed ï¬nancial services ï¬rm with over $4.5 billion under advisement; serves as investment officers for high-net-worth individuals, family offices, and Experienced investment professionals with outstanding track record (Blackstone, Blum Capital Partners, Silver Lake Partners, Chase...
TERMS: YOU CAN’T ALWAYS GET WHAT YOU WANT (But it doesn’t hurt to ask) NEGOTIATING TERMS Negotiation is a key part of the investment process at The Presidio Group. Our vetting of current and prospective investment managers goes beyond the basic understanding of strategy and performance. Even when we identify investment funds that deliver on those criteria we then engage in...
DISCLOSURE BROCHURE Updated December 5, 2014 PRESIDIO CAPITAL ADVISORS LLC 101 California Street, Suite 1200 San Francisco, CA 94111 (415) 449-1000 www.thepresidiogroup.com This brochure provides information about the qualifications and business practices of Presidio Capital Advisors LLC (“Capital Advisors” or the “Firm”). If you have any questions about...
HOW TO EVALUATE YOUR INVESTMENT ADVISOR PAGE 2 In most aspects of our lives, we have little trouble setting expectations and judging whether they have been met. Our local pro sports team must win games while our mechanic is expected to correctly diagnose and fix our car trouble. Unfortunately, investment advisory relationships seem to be an exception. Clients often come out of a meeting with...
MANAGER SELECTION THE SEARCH FOR ALPHA PAGE 1 The careful pairing of skilled managers within an asset class is one of two requirements to achieve excess returns. The other is patience. There is a powerful argument for passive investment strategies. Perhaps the most obvious is that the average return achieved by all market participants is by definition the return of the market...
RETHINKING RISK AND RISK MANAGEMENT PAGE 2 In our post-financial crisis world, it seems that no investment firm can afford to downplay the importance of managing risk when pitching their services. From having been on the receiving end of many of these pitches we know that descriptions of risk management can be frustratingly vague and jargon-filled. An intelligent layperson without a background...
WHAT WE HAVE LEARNED, KNOW AND HOLD DEAR Q2 2011 Traumatic historical events have a way of jolting us into questioning deeply held beliefs.&am...
GOLD AND INFLATION HEDGES Q1 2011 1 For the past decade gold has been the asset allocator’s Holy Grail. It has outperformed all of the major asset classes over the past ten years, as the chart below illustrates. Asset Class Performance: Jan-2001 to Mar-2011 500% Cumulative Return 400% Average Annual Return 300% Correlation to Worst One-year 60% Stock/ 40% Return Bond...
