Drake Capital Advisors evaluates, monitors and manages risks that fall into three principal categories:
- Investment Risk
- Operational Risk
- Business Risk
We profile and track these risks at the manager, strategy and portfolio levels by combining our team’s experience and information systems with our ongoing interaction with our managers.
Our risk management process begins with a documented assessment of the key risks and return potential for each investment, which takes into account a manager’s portfolio construction, risk management philosophy, processes and tools as well as the risk profile underlying prior results.
Through our systems, we track and maintain a range of manager risk data. We aggregate this data to construct and evaluate a composite view of the risk of our overall fund. We provide clients with regular commentary and analyses of the fund’s key performance drivers, exposures and core manager investments through our investor letters and risk reports.