Briarcliff Manor, NY December 1, 2024 – We are pleased to announce that the Timber Point Global Allocations Strategy and Portfolio Manager David Cleary have been recognized by Barclay Hedge as a Top 10 fund in the Global Macro category based on net return for November 2024. The Barclay Hedge Global Macro category is comprised of 215 funds. This award is Mr. Cleary’s and Global Allocation’s eleventh Barclay Hedge Top 10 ranking having also been named in 2019 – January; 2020 – April, December; 2021 – January; 2022 – July; 2023 – June, November; 2024 – February, May and July. For November 2024, the Timber Point Global Allocations Strategy returned 7.06% vs. the S&P 500 return of 5.7%, Bloomberg Barclays Aggregate Bond Index return of 0.79% and the MSCI ACWI return of 4.07%.
The Timber Point Global Allocations Strategy is a directional, global macro strategy incorporating global equities, debt, commodities, currencies, and market hedging tools that seeks superior risk-adjusted returns by allocating capital across a wide variety of global asset classes. Mr. Cleary founded Timber Point Capital Management in January 2020 after more than 20 years at Lazard Asset Management where he was Global Head of Fixed Income and Portfolio Manager for the $1+ billion Lazard Capital Allocator Series.
About Timber Point Capital Management:
Timber Point Capital Management, LLC (TPCM) is an employee owned, New York based, boutique asset management firm that provides global multi-asset investment solutions to a wide range of clientele. Formed in January 2020, TPCM was named investment advisor to three liquid alternative mutual funds in the M360 Trust in April 2020. The key employees of the firm have successfully worked together on multi-asset investment solutions for over 15 years, primarily at Lazard Asset Management. In addition to OCIO solutions and fund management, Timber Point manages separate account portfolios on behalf of institutions and high net worth investors. You can read a recent article on the firm’s launch can be read by clicking here.
For more information on Timber Point’s Global Allocations Strategy, click on the following links..
Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.
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