Our Philosophy

Accelerating philanthropic impact demands uncommon outcomes and are unlikely to be achieved through that which is comfortable or popular. Our approach to portfolio construction and research is guided by this principle.

Expert Team

A portfolio is a team of investors, each with their own perspective and area of focus.   Our strategy embraces meaningful differences to fuel long-term return and expand the scenarios where portfolios can reach their goals.

Different by Design

We see our differences as a source of strength and balance executed through a global research effort without limits. Portfolios are built to capitalize on the benefits that accrue from meaningful diversity across ethnicity, gender, geography, age and life experience.

Forward Looking

Investment outcomes are cyclical, yet many assume the opposite and reach conclusions looking backwards. We set a high bar for all analysis but do so by placing history in context and envisioning a future where results differ meaningfully. This approach demands patience and conviction built from a deep understanding of the people and strategies employed across client portfolios.

Accept Risk

Investment outcomes depend on an unknowable future – we avoid seeking false comfort by pretending otherwise. Instead, we accept risk and work to moderate its impact through meaningful diversification while also embracing the opportunities created by the risk aversion of others.

Unique Access

Opportunities can be found in many places and we strive to find them and in so doing provide our clients with access to smaller firms, first time funds and those that are difficult to access.   This effort is fueled by the collective and patient commitment of Crewcial and its clients to long-term outcomes and the benefits of diversification in its many forms.