Engagements

We tailor our engagements to meet client objectives

Castle Hill Capital Partners has been tasked with a diverse range of client projects and engagements. We’ve listed a selection of our most recent efforts to provide an indication of the focus and success of our efforts.

  • Sector Equity Long/short Relaunch

    Strategic Capital Intro

Client:
Healthcare long/short equity hedge fund manager that fell from peak assets of $270 mln to $17 mln and looked to grow back to scale.

Engagement:
Castle Hill worked with portfolio manager and COO and marketing team to review investor pipeline and make strategic introductions to new sources of capital. The combination of strong risk-adjusted performance, relevant investor introductions, a more thorough marketing process and better investor engagement lead manager to crest $160 mln with visibility on soft-close at $200 mln. Investors include some of the most highly regarded investors in hedge fund strategies.

  • New Launch - Seasoned Team

    Strategic Capital Intro

Client:
A Midwest-based agricultural commodities strategy launched by a team of experienced traders from industry and hedge funds.

Engagement:
Castle Hill Capital Partners started working with the client shortly after their launch as they evaluated their go to market strategy. The first task was to establish a brand identity and craft a suite of materials around their brand and logo. This involved working with a team of design professionals to craft the presentation, a fund summary document and an information fact sheet on the nature of their specific market segment. While the investment vehicle was launched in a challenging commodities investment landscape, CHCP provided a number of relevant introductions to active commodity investors including strategic seed investors such as sovereign wealth funds, pensions and private equity firms. In our role as an adviser, CHCP worked closely with a few select conference organizers and capital introduction teams to identify the best targets.

Having protected capital and managed volatility during a historically difficult commodity investing landscape, we have shifted to a comprehensive marketing effort.

  • Foundation Expansion

    Investor Advisory

Client:
Major foundation with ~$1 bln AUM looking to expand mandate and build broader brand profile.

Engagement:
Castle Hill Capital Partners worked closely with CIO to create a brand identity, internal and external marketing documents and  structured a go-to-marketing plan leveraging the experience and knowledge of the investment team. We established a new brand identity including logo, marketing templates and revised monthly and quarterly update presentations.   CHCP acted as a project manager on the rebranding maintaining a master task-list and timeline laying out each step of the new go-to-market strategy.

 

  • Reintroduction / Repositioning Project

    Strategic Capital Intro

Client:
20+ year old firm with ~$1 bln AUM launching a series of smaller sector specific strategies. The firm has an excellent long-term track record and looking to re-engage the institutional marketplace with a focus on the sector strategies.

Engagement:
Castle Hill Capital Partners conducted a thorough review of all client facing materials and proposed a revised suite of more contemporary documents that best represented the investment strategy to their target audience. Working with partner design teams, the effort resulted in a coherent and graphically unified series of marketing materials that clearly explained the strong performance of the fund since inception and the opportunities and talents of the sector PMs. Following the finalization of the marketing materials, the team worked together to rehearse the delivery of the story and structured a focused target list of relevant investors.

  • Family Office to Broader Investment Solution

    Investor Advisory

Client:
Single Family Office for highly regarded financial industry leader embarked on mission to restructure the firm with a goal to create an investment product available to other wealthy families.

Engagement:
Castle Hill Capital Partners worked with our client to identify the methodology and philosophy behind the investment decisions that created the portfolio. Building on that strong foundation, we created a suite of explanatory materials to present the investment philosophy within the context of a solution to client capital.

  • Institutionalizing a New Fund's Marketing Efforts

    Strategic Capital Intro

Client:
Boston-based Long/Short equity hedge fund launched by experienced portfolio managers and former CIO of public pension plan

Engagement:
Having incubated the strategy for a year with a core group of seed capital, the client brought Castle Hill in to professionalize and systematize the marketing effort. We recast and realigned the investment story and marketing materials as well as conducted presentation training to ensure consistency of message delivery. Once ready to go to market in systematic fashion, Castle Hill introduced the fund to relevant and active investors, including a core group of regional HNW individuals and expanding to family offices, funds of funds and endowments and foundations that appreciated the low volatility, uncorrelated return profile.

  • Launching a Quant Strategy

    Strategic Capital Intro

Client:
Systematic strategy launched by a former portfolio manager from premiere quantitative hedge fund

Engagement:
Acting in a capacity akin to partners in the firm, Castle Hill brought years of operational experience and investor intelligence to assist in the development of the firm’s business platform, including the selection of key service providers, review of compliance procedures and development of marketing materials. Castle Hill developed a comprehensive business development program for the fund prior to the launch and have introduced Founder’s Share, Day-One and follow-on investors to the firm.

  • Repositioning a Multi $bln Firm

    Strategic Capital Intro

Client:
$1.6 billion Registered Investment Adviser looking to build on its growth curve and enhance the marketing its two proprietary strategies.

Engagement:
Working closely with senior management, Castle Hill helped assess the evolving trading needs and cost efficiencies of the firm’s largest investment strategy. At the same time, Castle Hill developed a through-the-line business development program for the firm’s small cap value strategy. The new firm positioning and look and feel of the marketing materials are now driving a repositioning for the firm’s largest strategy. The new branding has application across the firm’s multiple communications channels and transitioned to an introduction of “smart and relevant” investor introductions.

  • Complete Revamp of Marketing Materials and Strategy

    Strategic Capital Intro

Client:
$2.5 billion global investment manager specializing in alternative strategies, global alpha and dividend income, looking to build out its alternative investment fund.

Engagement:
Castle Hill was brought in to review and improve the marketing materials and develop a marketing strategy for the firm’s global long/short equity hedge fund.  Initial focus was a succinct crystallization of the strategy and then transitioned to the targeting of relevant investors. The relationship has evolved to include Castle Hill assisting in managing all outside and internal marketing efforts associated with the long/short product.  Additionally, Castle Hill has contributed to the general firm message and branding efforts.  Castle Hill works to insure the message being conveyed is both consistent and effective.

  • Marketing Upgrade for Proven Fund

    Strategic Capital Intro

Client:
Event Driven fund with a proven track record and significant backing from a prominent single family office. Objective was to improve effectiveness of marketing effort and add incremental highly targeted distribution.

Engagement:
Castle Hill worked with the portfolio manager and experienced marketing professional to upgrade the articulation of the investment edge through more contemporary, focused materials and in depth speaker training. The firm worked with outside designers to finalize a material suite that is world class and consistent with the exemplary returns. Castle Hill worked with the Portfolio Manager of the 10 year old fund to focus on how to address specific questions and points of investor inquiry. The increased confidence and consistency in the ensuing meetings shortened the sales process and served to make the marketing experience more enjoyable to the manager.

As the firm had an experienced marketing professional and a significant footprint among sophisticated active allocators, the role of Castle Hill in the distribution effort was highly targeted and required creativity and innovation. We focused on unexplored geographies and investor segments, as well as introduced an RIA platform which has yielded a number of new investors and a steady flow of capital.
  • Master/Feeder Launch for Canadian Vehicle

    Strategic Capital Intro

Client:
Canadian domiciled equity long/short sector strategy launches master-feeder structure

Engagement:
Castle Hill Capital Partners, Inc. worked closely with proven resources strategy to launch US onshore strategy.  The Castle Hill team supported all aspects of the engagement with the US market from infrastructure build out, message development, and materials creation and investor introductions. The engagement commenced with a reorientation of the investment story and presentation from a historically HNW/retail investor base to that of an institutional investor. We collaborated with our client to develop all external marketing materials including the presentation, fund summary, DDQ, risk reports and offered messaging guidance on the website. Through roadshows and participation in industry conferences, Castle Hill introduced the client to several early stage institutional investors including single family offices, multi-family offices and forward-thinking endowments and foundations.  During these meetings, we also developed a dedicated managed account strategy around a specific sector trade.

  • Private Equity Capital Raise

    Strategic Capital Intro

Client:
Niche private equity strategy looking to raise capital and source investment opportunities

Engagement:
Castle Hill deployed its marketing consulting expertise and investor relationships to help our client source both investment opportunities and new limited partners for their latest fund vehicle.  The relationship started through the introduction of a significant single family office to our client that sought liquidity solutions for a few aspects of their portfolio.  In a transaction that took 3 years from start to finish, the team helped our client gain proprietary access to the opportunity and secured the final transaction. With the intimate understanding of the transaction details, we worked with the management team to introduce the strategy to a targeted, relevant segment of the investment universe consisting exclusively of single family offices, endowments and foundations. Castle Hill successfully raised capital from a few highly selective single family offices in Q4 2016, a challenging period of capital raising.

  • Macro Strategy Relaunch

    Strategic Capital Intro

Client:
Seeks to relaunch a volatility arbitrage strategy to capture expected return of volatility

Engagement:
Through one of our strategic brokerage partners, Castle Hill was introduced to a portfolio manager that was re-entering the market after a 2-year hiatus. Choosing to return capital and close the fund when  Fed easing dampened volatility and the environment was not conducive, our client relaunched in time to capture the Jan 2016 Volatility spike.  Castle Hill helped the manager and his team upgrade and improve their materials and processes to adjust to an investor due diligence process that is radically different from pre-financial crisis reality. With the marketing infrastructure in place, we selectively introduced strategy to appropriate investors that seek the specific risk profile and were open to the fund’s all performance fee structure.

  • Introducing Strategy Partner

    Strategic Capital Intro

Client:
Assisting client identify strategic alternatives – capital and operational support

Engagement:
As evidence of our collaborative model, we introduced two of our managers to one another as we identified complementary needs.  Geographic and cultural affinity combined with aligned needs led to a strategic investment by one client into another. One client doubled their AUM and received operational support while the other added portfolio management talent.  The partnership offers clear, tangible and monetary benefits for both parties and improves the likelihood of success. The partnership is one that we will replicate in the future and build out as part of our Castle Hill ecosystem.

Copyright © Castle Hill Capital Partners, Inc. ("CHCP"), is a registered broker dealer with the Securities and Exchange Commission (SEC), and a member of the Financial Industry Regulatory Authority (FINRA). Disclaimer.