We are a specialist capital raising and distribution business.
We partner with rising stars. Our interests are 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
- 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 /long short / hedge fund managers
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
Marcus R. Queree
Director at FundStream
Joined the offshore financial services industry in 1995 with Gartmore Fund Managers as a junior analyst and subsequently travelled the world holding several senior management positions in both institutional and boutique asset management firms.
Lucas Azevedo
Junior Executive Officer at Fundstream
Back In 2014 I started with my own business, managing an SME in the electrical and security sector in Belo Horizonte – Brazil.
Marcus R. Queree
Director at FundStream
Joined the offshore financial services industry in 1995 with Gartmore Fund Managers as a junior analyst and subsequently travelled the world holding several senior management positions in both institutional and boutique asset management firms.
Prior to establishing FundStream, I have held various senior management roles, building businesses, managing funds and raising capital for several different asset management groups, who were focused on both the wealth management and institutional market in Europe, the Middle East and Asia.
My career has primarily focused on managing funds and developing new product. I have worked across multiple assets including; macro, managed futures, long only, real estate and debt market.
Lucas Azevedo
Junior Executive Officer at Fundstream
Back In 2014 I started with my own business, managing an SME in the electrical and security sector in Belo Horizonte – Brazil.
In 2017 I moved to Portugal, at the beginning of 2019 I joined Fundstream as a Junior Executive Officer, responsible for Administrative Duties and Technical Manager.
Our Core Strength
Qualitative screening of managers. We analyse each firm based on multiple variables which include:
- 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. - Team’s Experience
Our team has a wealth of experience in investment banking and financial services. - Quality of Knowledge and understand
Our goal is to have in depth product knowledge of the alternative investment products we represent and be able to articulate the investment processes as well as our managers. - Strong understanding 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 of managers. We analyze each firm based on multiple variables which include:
- 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.
- Correlations to a major market index given their investment strategy.
- Performance characterized by quantifiable alpha and its repetitiveness.
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.
ADDRESS
Kemp House
160 City Road
London EC1V 2NX
United Kingdom
CONTACTS
INFO LEGAL