CDK Investment Management’s approach to investing is to create differentiated products based on specific investment themes, building portfolios with managers dedicated to equity long/short, event driven and credit related strategies, all areas in which the principals have specific prior expertise. The portfolios have a high international, or non-US, content, reflecting the extensive experience of its principals in the financial markets of Europe, Asia and Latin America, in addition to the US.
CDK focuses on investing with experienced, performance oriented managers, many of whom are closed to new investment. CDK’s portfolios are relatively concentrated, with allocations only to its top investment ideas. CDK emphasizes efficient diversification to help maximize return while maintaining moderate volatility and downside protection.
CDK’s network of contacts, generated through the 20+ years of experience of each of its principals, translates into unique manager sourcing and access, as well as due diligence and ongoing monitoring capabilities.
CDK is totally transparent with its clients and expects the same of the managers with whom it invests.
Please click here to view the CDK Investment Management Personnel Bios.