Investment Philosophy

The investment process begins by uncovering trading expertise without regard to asset class. 6800 Capital, L.L.C. maintains a database of over 5,000 advisors who employ a myriad of investment strategies applied across many asset classes such as domestic and international equities, global interest rate markets, foreign currencies, and traditional "hard" commodities. Advisors are subject to an exhaustive due diligence process that encompasses both quantitative and qualitative analyses before being included in a client's portfolio.

Drawing from our selected database, individual advisors are combined into an investment portfolio to meet the unique and specific objectives of individual clients. This development process takes into consideration the return objectives, risk tolerance, market focus, and the diversification requirements established in the design of the portfolio. Each member of the Investment Management Committee takes an active role in the day-to-day monitoring of all investment advisors who manage client assets. The monitoring process is designed to ensure the consistency of the implementation of each individual advisor's strategy, performance characteristics and the control of risk and volatility. By dynamically managing the allocations to the individual advisors, we strive to achieve proper portfolio balance to ensure that the performance and volatility is consistent with the design criteria and desires of our clients. Similar to many of our individual managers, the principals of 6800 Capital, L.L.C. have a considerable percentage of their personal wealth invested in the firm's strategies.

The selection of advisors, portfolio design and construction, investment decisions, and daily monitoring is the responsibility of the Investment Management Committee. This Committee consists of John W. McDonnell, Robert T. Keck, Laura M. Latella, and Stephan O. Togher. Cumulatively, the Committee members have over a century of investment management experience.