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Digital Subscriptions > The Hedge Fund Journal > Issue 136 – Nov 2018 > Sussex Partners Turn Fifteen

Sussex Partners Turn Fifteen

Holistic hedge fund analysts and advisors

As Sussex Partners turns fifteen this year, the firm has broadened its offering to a continuum of hedge fund advisory services.

These range from its long-standing stock-intrade of individual, research-driven fund ideas to handling clients’entire hedge fund portfolios in outsourced CIO fashion – and anything in between. “We always had clients who wanted more than just ideas, and as many of them asked for broader assistance, it was natural for us to expand our services,”says co-founder, Patrick Ghali.

Sussex now sits on the investment committee of several family offices and has an exclusive mandate to provide hedge fund research for a private bank. This includes putting together a platform of approved funds and designing bespoke portfolios for larger clients. It is also advising a commercial bank in Asia on investing part of its proprietary capital into hedge funds to diversify its core traditional asset holdings. Sussex is providing advice on “several billions”of client AUM and this figure, conservatively, only includes clients’hedge fund portfolios, and not their total assets, which are many times greater. It has no direct responsibility for clients’long only, real estate and private equity assets, but naturally is cognisant of how these interact and correlate with its own bailiwick of hedge funds. As part of its wider dialogue, Sussex is working with an external manager to help some clients to implement an “endowment-style”investing approach.

Sussex takes pride in “high-touch”service – and as such is the polar opposite of the current fashion for digital advice or “robo-advice”. The Sussex modus operandi is labour intensive, so the firm has made several hires in recent years, taking the team to 20, and expects to further augment the headcount as clients are on-boarded. The company spans London – where Sussex is regulated by the FCA – Zurich, Tokyo and New York, where Partner and CIO, Jim Neumann, spent seven years co-heading the Ramius Capital fund of funds. He also has experience in fixed income portfolio management, FinTech, and structured finance.

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