Our principles

Capital markets exist to move capital to its highest and best uses. The better they do that, the faster economies grow and the higher people's standard of living.

AllocatorConnect helps fund managers and investment advisors who put capital to good use, and who deal honestly with the people whose money they manage, find the capital to grow.

Access. Our newsletter and report, launching in November, will be open to anyone. To use AllocatorConnect, managers fill in a two-minute application. Some parts of the product go deeper, and the review for those is more thorough.

What we don't serve. We don't serve sponsors of daily-reset leveraged or inverse funds. Since 2009, FINRA and the SEC have warned that over periods longer than a day, these funds' returns can differ sharply from their stated multiple, especially in volatile markets. In our view, sold to buy-and-hold investors, they work against the people who own them. Nor do we serve anyone who isn't honest with investors or with us.

What we're not against. Short selling, activism, quantitative strategies, hedging, leverage used prudently, and concentrated or unpopular bets. Markets need all of them. We judge the economics, not the politics.

How we decide. We don't claim to know everything, or to hold a monopoly on what makes capital allocation efficient. We give managers the benefit of the doubt where we can, and we stick to our principles. If we turn someone down, they can ask us to look again, and our founder will review it personally.

What access isn't. Access to AllocatorConnect is access to research. It isn't a rating, an endorsement or a recommendation of any manager, and members may not present it as one.