Objective
Aims to consistently generate outperformance over the long term through investing in risk-aware, concentrated portfolios of listed real estate.
Why This Strategy?
People
Peter Zabierek and Andrew Duffy bring an extensive track record of investment management, innovation and leadership with deep experience in global listed real estate investing, including launching and growing multiple public real estate investment platforms.
Portfolio
Seek to generate long-term capital appreciation through a U.S. portfolio with focused exposure to listed real estate companies, representing the team’s “best ideas,” emphasizing high-quality balance sheets, consistent cash flows, and a disciplined valuation framework.
Philosophy
Investment philosophy grounded in opportunistic exposure to higher-growth, high-quality listed real estate companies with top tier management teams, aiming to deliver attractive long-term returns with market-level risk.
Process
Disciplined, fundamentally driven, high-conviction investment process with the flexibility to react quickly and capitalize on market inefficiencies.
