PARTNERS CAPITAL INVESTMENT GROUP, LLP

Thesis

Their investment strategy, termed the 'Advanced Endowment Approach' (AEA), is an evolution of the 'Yale Model' and centers on three core principles: rigorous risk management (defined as aggregated market exposure), diversified asset allocation across underlying market exposures ('betas'), and meticulous selection of high-quality, unaffiliated third-party investment managers. The firm provides comprehensive advice on asset allocation, manager selection, and ongoing monitoring, catering to mandates ranging from full discretion to advisory. Partners Capital has a global presence with offices in London, Boston, New York, San Francisco, Dallas, Paris, Singapore, Hong Kong, Dubai, and Switzerland. They do not focus on specific investment stages like pre-seed or Series A, as their expertise lies in advising on investments across various asset classes, including private equity and real estate, made by external managers. As of January 2026, the firm managed over $70 billion in assets under management, with a significant portion dedicated to US clients. Their approach emphasizes independence, ensuring no economic ties with the managers they select.