Portfolio Strategy

Allocation, concentration, and portfolio strategy.

3 skills

Tracks deal-level performance attribution and GP carry across a multi-deal fund: realized vs unrealized returns,…

deal attributiondeal-level P&Ltrack record attribution

Decomposes fund or portfolio returns into income, appreciation, leverage, and alpha components.

performance attributionalphaNCREIF benchmark

Portfolio-level allocation engine that maps current holdings by property type, geography, risk profile, and vintage…

portfolio allocationconcentration riskrebalancing