Port Street Investments

Port Street Investments, LLC is an SEC‑registered investment adviser serving as investment adviser to registered investment companies.

Port Street Investments is affiliated with Beacon Pointe Advisors, LLC., an SEC-Registered Investment Adviser firm.

Port Street’s investment approach centers on engaging an experienced sub-advisor responsible for day-to-day portfolio management. Port Street provides oversight of the investment program, including manager selection, ongoing monitoring, and alignment with the fund’s investment objectives.

Our Role

As investment adviser, Port Street is responsible for the overall structure and oversight of the investment program. This includes establishing the investment framework, selecting and monitoring sub‑advisers, and ensuring that the strategy is implemented in a manner consistent with the fund’s stated objectives and policies.

Key Port Street Investments’ Manager Characteristics

• Emphasis on differentiated, risk‑aware investment approach
• High active share relative to benchmarks*
• Concentrated portfolio construction
• Disciplined portfolio turnover
• Consideration on tax efficiency, where appropriate