We are a specialist capital raising and distribution business.

We partner with the rising stars of fund management. Our interests are always aligned with our clients and investor network.

About Us

Fundstream is a private company, wholly owned by the directors and staff. The team is composed of people with a wealth of experience in Fund management, wealth management and capital raising. FundStream provides independent investment solutions to professional advisors to suit their clients portfolio preferences. Our investor network of professional investors include: pension funds, family offices, fund of funds and wealth managers in Europe, Asia and South Africa.

What we do:

What we don’t do:

Our primary focus is to identify the highest quality investment funds from innovative investment managers

We partner with a small handful of asset managers and act as distribution partners

We are remunerated by the asset managers on a success only basis

We work in both the public and private markets

We work with both conventional ‘long only’ as well as alternative funds

What we don’t do:

We do not manage any money ourselves – we are distributors / Third Party Fund Marketers

We do not run a fund of funds or a fund of hedge funds

We are not a wealth manager

We do not buy individual securities

We do not market funds to private individuals

Our Core Strength

Qualitative screening of managers. We analyse each firm based on multiple variables which include:

01

Quality of Asset Manager

We are highly selective in the investment opportunities we represent. We utilize an institutional due diligence process to narrow the broad universe of managers. It is our objective to partner with funds that have clearly defined investment processes and risk controls, solid pedigrees within their investment team, and strong historical performance. Ultimately, the reputation of a consulting firm like ours is based on the quality of the fund managers it represents.

02

Quality of Knowledge
and understand

Our goal is to have in depth product knowledge of the investment products we represent and be able to articulate the investment processes as well as our managers.

03

Strong understanding of the marketplace

Our management team has conducted business with a vast number of European, Middle Eastern and Asian institutional investors and wealth consulting firms during their careers.

Investment managers we represent

We believe owner – operated businesses with depth of research, a well defined investment process, mindful of capacity or scale and a disciplined operational framework are best positioned to succeed for investors over the long term.

Qualitative screening process of managers, includes:

Top down analysis: Is it a strategy we believe will do well going forward given the current economic environment?
Quality of firm: A review of the organizational infrastructure and the commitment to support growth.
Quality of investment team: Pedigree, industry knowledge, experience, reputations, and the continuity of key investment staff.
Correlations to a major market index given their investment strategy.
Performance characterized by quantifiable alpha and its repetitiveness.

Some of the factors we typically focus on include:

Assets under management of at least $50 million in strategy.
Performance that ranks near the top of their strategy.
Low historical performance drawdowns compared to their peer group.
Defined edged – being able to sustain superior returns vs. peers.

FundStream provides independent investment solutions to professional advisors to suit their clients portfolio preferences. Our investor network of professional investors include: pension funds, family offices, fund of funds and wealth managers in Europe, Asia and South Africa.