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- John Freidenrich and Bob Burlinson formed Regis in January 2000 in order to manage their own capital using a disciplined approach that rests on the principals of diversification, fundamental valuations, and tax sensitivity.
- Regis has grown to include 7 investment principals with deep experience in absolute return, real estate, global equities, private equity and venture capital. Regis and its affiliated partnerships oversee $2.5 billion.
- The Regis Partners Fund was designed to allow Regis' principals and their families to invest in our best ideas in a diversified, transparent "all-weather" portfolio. By bringing our asset allocation, fund selection and portfolio management experience to bear on a single, pooled vehicle, we have endeavored to create a portfolio that will compound our wealth at above-average rates over time.
- Based on our performance in the Partners Fund, we decided to invite a select and like-minded group of investors to join us in the Partnership. Regis' employees comprise approximately 40% of the Fund's assets.
- Regis manages a handful of Customized Accounts to allow significant investors to tailor their return and risk objectives while benefiting from our investment research.
- Regis Funds Group sponsors exceptional emerging managers that add to the firm's understanding of the different asset classes and that we believe have the potential to generate top-decile risk adjusted returns.
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