Aperture Investors

01 Our Mission

Produce outperformance by aligning asset managers with their clients.

02 Our Vision

To redefine the revenue model of the asset management industry by providing the potential for outperformance at a fair price to every investor who wants it.

03 Our Values

These are the qualities that matter most to us. They guide our actions and reflect our behavior with each other and with clients.

Human

We embrace the best of what makes us human.

We believe that the path to outperformance is a uniquely human endeavor. It requires humility, patience, self-awareness and focus – all qualities we model in our investment process, in the operation of our firm, and in our interactions with clients. Finding alpha is hard, and it relies on the distinct perspectives of active managers. We are entrepreneurs who question our assumptions, even in the face of success, and make changes when we believe they will generate better results. While we leverage all the tools, data and technologies at our disposal, we fundamentally believe that it is our humanity which ultimately creates unique insights.

Aligned

We only do well when our clients do well.

Our fee and compensation structures are intentionally designed to align our interests with those of our clients. It is our performance-linked fees paid on realized outperformance that drive our earnings potential. We charge fees similar to comparable passive products when funds perform at or below their stated benchmarks, and only charge increased fees based on returns that exceed such stated benchmarks. Our managers are incented to generate consistent performance, not to take excess short-term risk. They limit their assets under management because they are paid to perform; we will not incentivise our managers to be asset-gatherers.

Explicit

We are clear about who we are and how we think.

We make it our responsibility to let our clients know how we think, how we work and how we compensate ourselves. Our managers regularly engage with clients in-person and online, unambiguously sharing their opinions and perspectives. Their compensation structures are fully visible to clients and future clients alike. The ways we openly engage and share information with investors make explicit our sole focus on their performance.

This website is for information purposes only and does not provide any professional investment, legal, accounting nor tax advice. All information and opinions contained in this website represent the judgment of Aperture at the time of publication and are subject to change without notice. For more information about costs, risks and conditions in relation to an investment or a service, please always read the relevant legal documents. This website may not be reproduced (in whole or in part), transmitted, modified, or used for any public or commercial purpose without the prior written permission of Aperture. Aperture may only provide investment advisory services in those jurisdictions in which it is appropriately registered or otherwise exempt or excluded from registration and licencing requirements and any information contained on the website is not directed at any person in any jurisdiction where it is prohibited to access the website or direct such information for any reason. All persons who access this website should inform themselves of and comply with all applicable sales restrictions in their home country. By using this Website, you will indicate your acceptance of the following terms and conditions and acknowledge the regulatory disclosures referred to above. Aperture reserves the right to revise the Website and these terms and conditions from time to time without notice to you. Your continued use of the Website will indicate acceptance of the terms and conditions as amended from time to time.

BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”). BARCLAYS® is a trademark and service mark of Barclays Bank Plc (collectively with its affiliates, “Barclays”), used under license. Bloomberg or Bloomberg’s licensors, including Barclays, own all proprietary rights in the Bloomberg Barclays Indices. Neither Bloomberg nor Barclays approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.

The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. Source: MSCI

Aperture believes certain managers can consistently beat their benchmarks.

We are rethinking active management. Our carefully selected managers and the strategies they run utilize fee and compensation structures designed to align our incentives with yours.

01 Our Mission

02 Our Vision

03 Our Values

Human

Aligned

Explicit

Aperture believes certain managers can consistently beat their benchmarks.

We are rethinking active management. Our carefully selected managers and the strategies they run utilize fee and compensation structures designed to align our incentives with yours.

01 Our Mission

02 Our Vision

03 Our Values

Human

Aligned

Explicit

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