top of page
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 across classes, strategies, and capital structures while providing downside protection through investment selection and risk-based portfolio construction.

Investment Philosphy

Opportunistic investments and security selection

  • Publicly traded securities and private market assets

  • Invests across asset classes and uncorrelated, niche strategies

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, note offerings

Our Investment Advantages

Artboard 19.png

Few direct competitors

Artboard 20.png

Niche investments

Artboard 23.png

Focus on portfolio yield

Artboard 24.png

Use of internally managed portfolios

Artboard 25.png

Investor network referrals

Principals average over 25 years of industry experience

1691843395418_edited.jpg
Dana 
Pointer
Caroline-Lovelace_edited.jpg
Caroline Lovelace
john.jpg
John “Mick” Clowers, CFA
payne.png
Lara Payne, IACCP
dewberry.png
Terini Dewberry
Memphis bridge

Awards & Recognition

MULTI-YEAR WINNER

BarclayHedge Yearly Performance Award - Top 10 Fund of Funds

MULTI-YEAR WINNER

BarclayHedge Monthly Performance Award - Top 10 Fund of Funds

HFM PERFORMANCE AWARDS

2020 Best ‘40 Act Fund Nominee

2021 Best ‘40 Act Fund Nominee & Fund of Hedge Funds Under $1 Billion Nominee

2023 Fund of Hedge Funds Nominee

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

bottom of page