CedarKnight was launched in 2012 to offer its family offices investors a market-neutral strategy to limit downside risk and preserve return potential.
The investment strategies have evolved since inception where the partners of CedarKnight co-invest alongside investors. We believe in our performance and align our interests with our investors. Utilising our structuring expertise in financial markets and products, investors can participate in a variety of forms – whether as equity, bond, or hybrid note holders in any of the strategies.
CedarKnight’s focus and strength is managing market-neutral strategies.
A market-neutral strategy may be a useful tool for reducing a client’s investment portfolio’s overall risk while preserving upside potential. It uses hedging that aims to generate returns while being independent of the market’s swings and uncorrelated with both stocks and bonds (either on a basket or single issuance basis). Returns are influenced by the skill of CedarKnight’s portfolio managers, the short-term financing arrangements, transaction costs associated with hedging and the variability among stock returns.
As a niche investment management firm, CedarKnight can offer bespoke strategies to family office investors to manage a transaction, single asset, or a portfolio on a managed account basis or through a special purpose entity or fund. We have established strong custody, clearing and settlement arrangements to support and manage the wealth of family offices and high-net-worth individuals who require a more personalized service that others are failing. As a boutique firm, CedarKnight does not seek to asset gather, nor are we driven by administration fees – we seek excellence in our service for select investors.