NEW YORK, NY, September 22, 2015 –
With strong performance tailwinds, team from David Bonderman’s family office bolsters marketing effort with Havener Capital Partners.
On the heels of strong performance in the month of August, a challenging month for hedge funds and liquid alternative managers alike, Infinity Q Capital Management, LLC announces a partnership with third party marketing firm Havener Capital Partners LLC. Havener will spearhead the sales and marketing effort for Infinity Q in the Registered Investment Advisor and wealth management channels.
Infinity Q, led by the team at Wildcat Capital Management, the $1.5 Billion family office of TPG founder David Bonderman, has been managing a global multi-strategy alternative investment vehicle for Bonderman since August 2012. As the strategy celebrated its three year anniversary, the S&P 500 fell 6.03% in August 2015 whereas Infinity Q’s strategy was up 0.83% for the month. The strategy composite YTD performance thru 8/31/15 was 8.63% versus the S&P 500 of -2.88%.
With these strong performance tailwinds and a recently launched mutual fund vehicle, Infinity Q is looking to partner with sophisticated RIAs and wealth managers who share the investment philosophy of Bonderman and his team. Designed to generate alpha that is independent of broader market movements, the strategy dynamically allocates to four primary sub-strategies including global macro, equity long-short, volatility and relative value, all of which are managed by the internal team.
“There is continued product proliferation in the liquid alternative space and RIAs are struggling to separate the wheat from the chaff” said Stacy Havener, Founder/CEO of Havener Capital Partners, “We are proud to add Infinity Q as one of our represented clients in alternatives. Their strategy was designed to isolate alpha that is not correlated with broader markets; we believe Infinity Q can fill a unique role in an RIA’s allocation to alternatives.”
Infinity Q is led by portfolio managers Len Potter, James Velissaris, and Scott Lindell, who appreciate the challenges investment advisors face in their due diligence of alternative managers. Infinity Q retained Havener Capital because of their expertise with newly launched strategies and the firm’s strong relationships with advisors nationwide.
“We created the Infinity Q strategy to solve for challenges advisors are facing in their alternatives allocation,” said Scott Lindell, Chief Risk Officer. “After 3 years of managing the strategy for the family office, we are ready to partner with like-minded RIAs, and Havener has the expertise and the relationships to help us connect with those firms.”
ABOUT INFINITY Q
Founded in 2014, Infinity Q Capital Management offers external investors access to strategies managed by the team at Wildcat Capital Management, the award-winning $1.5 B family office of David Bonderman, founder of TPG Capital. Infinity Q is led by an experienced team of industry veterans who combine the depth of private equity with the breadth of quantitative research to blend next-generation forecasting models with rigorous fundamental analysis. For further information, please visit http://www.infinityq.com.
ABOUT HAVENER CAPITAL PARTNERS
Third party marketing firm Havener Capital Partners provides sales and marketing services to a select group of high quality investment management firms. Havener specializes in representing breakaway managers, new funds, and undiscovered firms. More information is available at http://www.havenercapital.com/.
The performance shown is comprised of the Infinity Q Composite, which includes the performance of three investment vehicles managed by the same investment professionals who currently manage assets for Infinity Q. At the same time, these individuals also manage assets for David Bonderman’s family office under Wildcat Capital Management, LLC and have done so since August 2012. The strategies included are substantially similar to the strategies that are employed by Infinity Q. The performance presented is gross of management fees and expenses and reflects the reinvestment of dividends and other earnings. An investor’s return will be reduced by the management fees and expenses.
An investment in a fund or account managed by Infinity Q is not suitable for all investors. No assurance can be given that the adviser will achieve its investment objective and that investors will receive a return on their capital. Refer to important additional disclosures found in the materials available for review on – http://www.infinityq.com/.
PAST PERFORMANCE IS NOT AN INDICATOR OR GUARANTEE OF FUTURE RESULTS. THERE IS NO GUARANTEE THAT A FUND WILL ACHIEVE COMPARABLE RESULTS TO THOSE SET FORTH IN THIS MATERIAL OR THAT THEY WILL ACHIEVE THEIR INVESTMENT OBJECTIVES IN THE FUTURE.
Havener Capital Partners LLC is an institutional division of Compass Securities Corporation. Securities offered through Compass Securities Corporation. Member FINRA SIPC. 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184; T:781-535-6083