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Directory of Advisors
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| CDK Group LLC | |
| Address: | 405 Park Avenue, 11th Floor |
| New York, NY 10022 | |
| Primary Contact: | Mr. Stephen J. Burke |
| Phone: | 212-871-8500 |
| Fax: | 212-871-8505 |
| E-mail: | sburke@cdkgroup.com |
| Website: | www.cdkgroup.com |
Products and Services
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| About Us |
CDK Group LLC (“CDK” or the “Firm”) is a New York based firm specializing in alternative investments. CDK’s four principals have over 20 years each of financial market experience, both on Wall Street and in the world’s major international financial markets. CDK seeks to leverage the experience and contacts of its principals together with a systematic research based approach in order to identify and gain access to alternative investment managers who can achieve superior returns. 1. CDK Investment Management, an SEC Registered Investment Advisor:
2. CDK Financial Services, an SEC Registered Broker Dealer:
CDK Investment Management CDK Investment Management offers investors four multi-manager funds with a range of return and volatility targets. The funds are each focused on strategy areas where CDK’s principals have specific expertise and are relatively concentrated portfolios of managers whom CDK believes has exceptional talent and ability to produce superior returns over an investment cycle. CDK Global Select - The Fund represents CDK’s top ideas across strategies and markets, with a current concentration in long/short equity, event driven strategies (such as distressed & special opportunities), and global macro, including a smaller allocation to arbitrage and relative value strategies. CDK Investments (CDK Credit) - The Fund represents CDK’s top ideas across credit strategies and markets, with a concentration in event driven strategies (such as distressed and special opportunities), relative value (fixed income, capital structure and convertible arbitrage) and global macro. CDK Global Long/Short Equity - The Fund is a concentrated portfolio, diversified in terms of geographic and sector exposures, as well as in sub-strategies of long/short equity (i.e., event driven, value, market neutral, and tactical). CDK Asia - The Fund is a relatively concentrated portfolio of managers employing long/short and event driven strategies with a Pan-Asia focus (more than 50% of the assets of the fund will be ex-Japan). The fund launched with 11 managers, all of which were existing investments of either CDK or its Principals. CDK Investment Management’s approach to investing is to create differentiated products based on specific investment themes, building portfolios with managers dedicated to equity long/short, event driven and credit related strategies, all areas in which the principals have specific prior expertise. The portfolios have a high international, or non-US, content, reflecting the extensive experience of its principals in the financial markets of Europe, Asia and Latin America, in addition to the US. CDK focuses on investing with smaller, performance oriented managers, many of whom are closed to new investment. CDK’s portfolios are relatively concentrated, with allocations only to its top investment ideas. CDK emphasizes efficient diversification to help maximize return while maintaining moderate volatility and downside protection. CDK’s network of contacts, generated through the 20+ years of experience of each of its principals, translates into unique manager sourcing and access, as well as due diligence and ongoing monitoring capabilities. CDK is totally transparent with its clients and expects the same of the managers with whom it invests.
CDK Financial Services CDK Financial Services LLC is a SEC regulated broker-dealer and a member of NASD and SIPC. CDK Financial Services provides advisory and capital raising services to hedge funds. The broad range of investors in the funds placed by CDK Financial Services include family offices, private banks, institutions and foundations throughout the world. The overriding objective for CDK Financial Services is to identify exceptional single managers that meet strict criteria for investment expertise, operational infrastructure and focus on risk adjusted results. These mangers seek to protect investor capital yet provide attractive long-term compounded annual returns on a consistent basis. Please visit our website at www.cdkgroup.com for further information on the firm and our products and services. |
