Fund Platform Scale-Up and Manager Selection (Boston)

Asset Management
Written By Samuel Penagos

Client: Alternative investment manager
Context: Building and scaling a multi-strategy fund platform across commodities and agriculture
Role: Portfolio manager and head of research

Outcome:

  • Grew platform from $40M to $1.5B AUM in 2 years

  • Designed and managed 3 fund strategies: commodities, agriculture, water

  • Structured fund selection and due diligence framework for pension clients

Samuel Penagos
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