Entities

Morgan Creek Capital Management, LLC

Morgan Creek Capital Management, LLC

Nickname
Morgan Creek
Founding Date
2004

Morgan Creek is a registered investment adviser known for integrating alternative investments into traditional equity and fixed income portfolios. With the experience of allocating capital across all asset classes, Morgan Creek assists clients with global allocations to hedge funds, absolute return, emerging markets, credit, private equity, real estate/real assets, venture capital, energy, and natural resources.

INVESTMENT PROCESS

  1. Asset allocation
  2. Manager selection
  3. Portfolio construction
  4. Security selection


NOTES

  • Morgan Creek focuses on the first three components and leaves security selection to its managers.
  • Asset allocation focuses on establishing strategic targets and tactical ranges for each of the primary asset classes in the portfolio.
  • This process develops expected return forecasts for each asset class and then establishes recommended weightings for the appropriate risk tolerances on an ongoing basis.