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Memphis, TN

Unlocking Niche Opportunities Across Asset Classes

Preserver Partners' philosophy is to generate long-term positive absolute returns across market cycles while also preserving capital. To that end, we invest opportunistically across classes, strategies, and capital structures while seeking downside protection through investment selection and risk-based portfolio construction.

Investment Approach

Opportunistic investments and security selection

  • Publicly traded securities and private market assets

  • Invests across asset classes and in uncorrelated, niche strategies

Seek downside protection through investment selection and risk-based portfolio construction

Optimize investment vehicle selection based on expected duration of investment thesis, expected return drivers, desired liquidity, and fee considerations

  • Internally-managed multi-asset portfolio, including individual securities

  • Externally-managed, traditional LP private investments

  • Hybrid portfolios, ranging from bespoke vehicles co-managed with external investment partners, separate accounts, and note offerings

Our Investment Advantages

Few direct competitors

Few direct competitors

Use of internally managed portfolios

Niche investments

Focus on portfolio yield

Focus on portfolio yield

Niche investments

Use of internally managed portfolios

Investor network referrals

Investor network referrals

Principals average over 25 years of industry experience

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Dana 
Pointer
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Caroline Lovelace
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John “Mick” Clowers, CFA
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Lara Payne, IACCP
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Terini Dewberry
Memphis bridge

Awards & Recognition

MULTI-YEAR WINNER

BarclayHedge Yearly Performance Award 

Top 10 Fund of Funds - Diversified

MULTI-MONTH WINNER

BarclayHedge Monthly Performance Award

Top 10 Fund of Funds - Diversified

students
Preserver Partners Foundation
Our mission is to strengthen the community by investing resources in programs that promote education, economic opportunity, and social justice.

CHARITABLE TO 501(C)(3)
ORGANIZATIONS

ACADEMIC
SCHOLARSHIPS

SPONSORSHIPS FOR COMMUNITY EVENTS & SCHOOL-BASED EDUCATIONAL COSTS

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By clicking on an linked article you are leaving the Preserver website and entering an unrelated website. Preserver does not guarantee the accuracy of any information nor endorse the website or any information contained thereon. The thoughts and opinions expressed in the article are solely those of the author and is not intended to be a forecast of future events or investment advice. It is not a solicitation to invest in any investment products, nor is it intended to provide investment advice. It is intended for informational purposes only.

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