Taylor Investment Advisors LP, a division of The Taylor Companies, is an SEC-registered investment adviser offering alternative investment advisory solutions to both institutional clients (insurance companies, pension funds, foundations and investment managers) and high net worth individuals (directly and through their advisors). Our oft-stated view at Taylor is that the best risk management is proper due diligence. Given the dramatic growth in the number of funds, the due diligence process has become more essential to hedge fund investing than ever before.

Effective due diligence requires depth of experience as well as significant manpower. This is why our internal due diligence team, whose members average 17 years of investment experience, includes, among others: a former founder of a multi-billion dollar, multi-strategy hedge fund firm; a CPA with over 10 years experience auditing hedge funds; a former VP at a major financial institution who was responsible for allocating proprietary capital to hedge funds; a former hedge fund COO and CFO; and a former hedge fund trader. Simply put, there is no substitute for experience when it comes to navigating in these waters.

Prior to making or recommending an initial investment in a hedge fund, Taylor thoroughly evaluates the qualifications, investment strategies, performance results, business operations and procedures of an investment manager. In addition, we continue to monitor and update our due diligence on hedge funds by conducting regular meetings with managers, reviewing their exposures, analyzing audited financial statements, and examining updated background checks on key personnel.

Our due diligence process is designed to identify and protect our clients from a broad array of risks including misrepresentation, strategic shift and changes in management, service providers, leverage, concentrations and exposures.