Northwater Capital: Asset Manager 2.0?
Mar 19th, 2007 | Filed under: Institutional Investing, Portable Alpha & Alpha/Beta SeparationNorthwater’s alpha-centric, open-architecture, solution-oriented business model: a harbinger of things to come?
Northwater Capital Management is so into alpha-centric investing, that until last year, its old company home page included only three things: the company’s name, its logo and the CAPM.
They have since opted for a more disarming view of the sunset over water (perhaps the fabled “north” water). But the alpha-centric heritage is alive and well according to a recent interview with Northwater president Paul Robson in a full-page P&I “Face to Face” interview. When asked by P&I’s Christine Williamson what the “next incarnation of portable alpha” will be, Robson shows how alpha-centric portfolio construction is essentially turning product manufacturers into de facto investment consultants:
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